QNZRX Mutual Fund

QNZRX Mutual Fund

NAV$18.89
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Returns Overview

1 Month
-4.05%
3 Months
+4.63%
6 Months
+4.98%
YTD
+17.94%
1 Year
+22.35%
3 Years (annualized)
+27.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QNZRX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+17.94%
Peer Avg (YTD)
+6.11%
vs Peers
+11.83%

QNZRX Mutual Fund Performance

QNZRX performance across multiple time periods: 1-month -4.05%, YTD 17.94%, 1-year 22.35%, 3-year 27.76%.

QNZRX returns outperform the peer average of 6.11% YTD. With an expense ratio of 3.17%, investors should weigh costs against performance when evaluating this mutual fund.

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