QRDTX Mutual Fund

NAV$11.43

Returns Overview

1 Month
+2.21%
3 Months
+14.70%
6 Months
+12.37%
YTD
+11.81%
1 Year
+19.43%
3 Years (annualized)
+13.01%
5 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRDTX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.81%
Peer Avg (YTD)
+9.51%
vs Peers
+2.30%

QRDTX Mutual Fund Performance

QRDTX performance across multiple time periods: 1-month 2.21%, YTD 11.81%, 1-year 19.43%, 3-year 13.01%, 5-year 2.42%.

QRDTX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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