QFITX Mutual Fund

NAV$5.45

Returns Overview

1 Month
-1.69%
3 Months
-2.87%
6 Months
-5.37%
YTD
-3.71%
1 Year
-5.23%
3 Years (annualized)
-5.81%
5 Years (annualized)
-7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QFITX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.71%
Peer Avg (YTD)
+1.29%
vs Peers
-4.99%

QFITX Mutual Fund Performance

QFITX performance across multiple time periods: 1-month -1.69%, YTD -3.71%, 1-year -5.23%, 3-year -5.81%, 5-year -7.90%.

QFITX returns trail the peer average of 1.29% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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