QRPIX Mutual Fund

QRPIX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
-0.12%
3 Months
+7.28%
6 Months
+16.96%
YTD
+17.21%
1 Year
+31.83%
3 Years (annualized)
+20.77%
5 Years (annualized)
+19.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRPIX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+17.21%
Peer Avg (YTD)
+3.47%
vs Peers
+13.74%

QRPIX Mutual Fund Performance

QRPIX performance across multiple time periods: 1-month -0.12%, YTD 17.21%, 1-year 31.83%, 3-year 20.77%, 5-year 19.39%.

QRPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 5.01%, investors should weigh costs against performance when evaluating this mutual fund.

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