QISGX Mutual Fund

NAV$38.55

Returns Overview

1 Month
+4.57%
3 Months
+28.56%
6 Months
+24.91%
YTD
+23.90%
1 Year
+46.10%
3 Years (annualized)
+21.22%
5 Years (annualized)
+13.50%
10 Years (annualized)
+17.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QISGX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+23.90%
Peer Avg (YTD)
+18.52%
vs Peers
+5.37%

QISGX Mutual Fund Performance

QISGX performance across multiple time periods: 1-month 4.57%, YTD 23.90%, 1-year 46.10%, 3-year 21.22%, 5-year 13.50%, 10-year 17.83%.

QISGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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