QETAX Mutual Fund

QETAX Mutual Fund

NAV$7.30
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Returns Overview

1 Month
-3.36%
3 Months
-3.98%
6 Months
-6.50%
YTD
-8.67%
1 Year
-12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QETAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-8.67%
Peer Avg (YTD)
+1.16%
vs Peers
-9.82%

QETAX Mutual Fund Performance

QETAX performance across multiple time periods: 1-month -3.36%, YTD -8.67%, 1-year -12.27%.

QETAX returns trail the peer average of 1.16% YTD. With an expense ratio of 2.37%, investors should weigh costs against performance when evaluating this mutual fund.

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