QNZRX Mutual Fund

QNZRX Mutual Fund

NAV$18.91
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Returns Overview

1 Month
+1.10%
3 Months
+0.33%
6 Months
+7.18%
YTD
+13.83%
1 Year
+30.05%
3 Years (annualized)
+27.86%

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)
+13.83%
Peer Avg (YTD)
+4.85%
vs Peers
+8.98%

QNZRX Mutual Fund Performance

QNZRX performance across multiple time periods: 1-month 1.10%, YTD 13.83%, 1-year 30.05%, 3-year 27.86%.

QNZRX returns outperform the peer average of 4.85% 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.