QMORX Mutual Fund

QMORX Mutual Fund

NAV$20.60
See how much of QMORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.72%
3 Months
-2.64%
6 Months
-3.18%
YTD
-3.28%
1 Year
+20.01%
3 Years (annualized)
+14.27%
5 Years (annualized)
+9.02%
10 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMORX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-3.28%
Peer Avg (YTD)
-5.86%
vs Peers
+2.58%

QMORX Mutual Fund Performance

QMORX performance across multiple time periods: 1-month -4.72%, YTD -3.28%, 1-year 20.01%, 3-year 14.27%, 5-year 9.02%, 10-year 12.54%.

QMORX returns outperform the peer average of -5.86% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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