QDSIX Mutual Fund

QDSIX Mutual Fund

NAV$15.39
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Returns Overview

1 Month
+1.79%
3 Months
+1.30%
6 Months
+3.71%
YTD
+5.63%
1 Year
+13.33%
3 Years (annualized)
+13.43%
5 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+2.39%
vs Peers
+3.25%

QDSIX Mutual Fund Performance

QDSIX performance across multiple time periods: 1-month 1.79%, YTD 5.63%, 1-year 13.33%, 3-year 13.43%, 5-year 11.99%.

QDSIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.21%, investors should weigh costs against performance when evaluating this mutual fund.

QDSIX vs another fund shows side-by-side returns. QDSIX alternatives are available in the Mutual Fund Screener.