QKACX Mutual Fund

QKACX Mutual Fund

NAV$58.20
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Returns Overview

1 Month
-0.52%
3 Months
+12.31%
6 Months
+7.65%
YTD
+7.65%
1 Year
+18.00%
3 Years (annualized)
+22.73%
5 Years (annualized)
+15.00%
10 Years (annualized)
+16.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QKACX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+9.57%
vs Peers
-1.93%

QKACX Mutual Fund Performance

QKACX performance across multiple time periods: 1-month -0.52%, YTD 7.65%, 1-year 18.00%, 3-year 22.73%, 5-year 15.00%, 10-year 16.97%.

QKACX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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