QISRX Mutual Fund

QISRX Mutual Fund

NAV$15.13
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Returns Overview

1 Month
-1.01%
3 Months
-4.91%
6 Months
+3.37%
YTD
+11.19%
1 Year
+10.60%
3 Years (annualized)
+13.96%
5 Years (annualized)
+3.52%

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 Index
This Mutual Fund (YTD)
+11.19%
Peer Avg (YTD)
+7.47%
vs Peers
+3.71%

QISRX Mutual Fund Performance

QISRX performance across multiple time periods: 1-month -1.01%, YTD 11.19%, 1-year 10.60%, 3-year 13.96%, 5-year 3.52%.

QISRX returns outperform the peer average of 7.47% 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.