QISGX Mutual Fund

QISGX Mutual Fund

NAV$38.69
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Returns Overview

1 Month
-5.10%
3 Months
+5.09%
6 Months
+14.01%
YTD
+17.58%
1 Year
+34.03%
3 Years (annualized)
+17.47%
5 Years (annualized)
+12.71%
10 Years (annualized)
+16.33%

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
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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

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.58%
Peer Avg (YTD)
+15.31%
vs Peers
+2.27%

QISGX Mutual Fund Performance

QISGX performance across multiple time periods: 1-month -5.10%, YTD 17.58%, 1-year 34.03%, 3-year 17.47%, 5-year 12.71%, 10-year 16.33%.

QISGX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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