QISOX Mutual Fund

NAV$15.55

Returns Overview

1 Month
+5.15%
3 Months
+23.60%
6 Months
+20.70%
YTD
+20.70%
1 Year
+22.92%
3 Years (annualized)
+12.26%
5 Years (annualized)
+5.50%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+20.70%
Peer Avg (YTD)
+9.16%
vs Peers
+11.54%

QISOX Mutual Fund Performance

QISOX performance across multiple time periods: 1-month 5.15%, YTD 20.70%, 1-year 22.92%, 3-year 12.26%, 5-year 5.50%.

QISOX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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