QISRX Mutual Fund

QISRX Mutual Fund

NAV$15.69
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Returns Overview

1 Month
-3.43%
3 Months
+8.71%
6 Months
+12.43%
YTD
+16.93%
1 Year
+21.03%
3 Years (annualized)
+10.54%
5 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QISRX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+16.93%
Peer Avg (YTD)
+8.67%
vs Peers
+8.26%

QISRX Mutual Fund Performance

QISRX performance across multiple time periods: 1-month -3.43%, YTD 16.93%, 1-year 21.03%, 3-year 10.54%, 5-year 4.74%.

QISRX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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