QMNIX Mutual Fund

NAV$11.74

Returns Overview

1 Month
-2.48%
3 Months
-5.56%
6 Months
-8.81%
YTD
-8.37%
1 Year
+0.87%
3 Years (annualized)
+17.55%
5 Years (annualized)
+17.85%
10 Years (annualized)
+5.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMNIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
-8.37%
Peer Avg (YTD)
+1.29%
vs Peers
-9.66%

QMNIX Mutual Fund Performance

QMNIX performance across multiple time periods: 1-month -2.48%, YTD -8.37%, 1-year 0.87%, 3-year 17.55%, 5-year 17.85%, 10-year 5.96%.

QMNIX returns trail the peer average of 1.29% YTD. With an expense ratio of 6.03%, investors should weigh costs against performance when evaluating this mutual fund.

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