QMNRX Mutual Fund

QMNRX Mutual Fund

NAV$11.54
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Returns Overview

1 Month
-2.76%
3 Months
+1.10%
6 Months
+2.40%
YTD
-4.32%
1 Year
-0.12%
3 Years (annualized)
+13.77%
5 Years (annualized)
+19.89%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMNRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
-4.32%
Peer Avg (YTD)
+2.25%
vs Peers
-6.57%

QMNRX Mutual Fund Performance

QMNRX performance across multiple time periods: 1-month -2.76%, YTD -4.32%, 1-year -0.12%, 3-year 13.77%, 5-year 19.89%, 10-year 8.18%.

QMNRX returns trail the peer average of 2.25% YTD. With an expense ratio of 5.91%, investors should weigh costs against performance when evaluating this mutual fund.

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