QISIX Mutual Fund

QISIX Mutual Fund

NAV$15.69
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Returns Overview

1 Month
-3.37%
3 Months
+8.78%
6 Months
+12.42%
YTD
+16.92%
1 Year
+20.97%
3 Years (annualized)
+10.51%
5 Years (annualized)
+4.73%

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 Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+16.92%
Peer Avg (YTD)
+8.67%
vs Peers
+8.25%

QISIX Mutual Fund Performance

QISIX performance across multiple time periods: 1-month -3.37%, YTD 16.92%, 1-year 20.97%, 3-year 10.51%, 5-year 4.73%.

QISIX returns outperform the peer average of 8.67% 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.