QISOX Mutual Fund

QISOX Mutual Fund

NAV$15.56
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Returns Overview

1 Month
-3.45%
3 Months
+8.55%
6 Months
+12.11%
YTD
+16.53%
1 Year
+20.41%
3 Years (annualized)
+9.89%
5 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QISOX 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)
+16.53%
Peer Avg (YTD)
+8.67%
vs Peers
+7.86%

QISOX Mutual Fund Performance

QISOX performance across multiple time periods: 1-month -3.45%, YTD 16.53%, 1-year 20.41%, 3-year 9.89%, 5-year 4.21%.

QISOX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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