QISIX Mutual Fund

QISIX Mutual Fund

NAV$15.13
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Returns Overview

1 Month
-1.01%
3 Months
-5.04%
6 Months
+3.30%
YTD
+11.03%
1 Year
+10.39%
3 Years (annualized)
+13.95%
5 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QISIX 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
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📉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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+11.03%
Peer Avg (YTD)
+7.47%
vs Peers
+3.55%

QISIX Mutual Fund Performance

QISIX performance across multiple time periods: 1-month -1.01%, YTD 11.03%, 1-year 10.39%, 3-year 13.95%, 5-year 3.49%.

QISIX returns outperform the peer average of 7.47% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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