QDSRX Mutual Fund

NAV$14.86

Returns Overview

1 Month
-1.42%
3 Months
+0.62%
6 Months
+3.85%
YTD
+3.77%
1 Year
+11.73%
3 Years (annualized)
+17.20%
5 Years (annualized)
+14.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDSRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+3.47%
vs Peers
+0.30%

QDSRX Mutual Fund Performance

QDSRX performance across multiple time periods: 1-month -1.42%, YTD 3.77%, 1-year 11.73%, 3-year 17.20%, 5-year 14.13%.

QDSRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.09%, investors should weigh costs against performance when evaluating this mutual fund.

QDSRX performance comparison shows side-by-side returns with another fund. QDSRX alternatives are available in the Mutual Fund Screener.