QRPIX Mutual Fund

QRPIX Mutual Fund

NAV$17.39
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Returns Overview

1 Month
+4.92%
3 Months
+7.87%
6 Months
+17.57%
YTD
+22.98%
1 Year
+36.21%
3 Years (annualized)
+22.99%
5 Years (annualized)
+19.98%

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)
+22.98%
Peer Avg (YTD)
+2.39%
vs Peers
+20.59%

QRPIX Mutual Fund Performance

QRPIX performance across multiple time periods: 1-month 4.92%, YTD 22.98%, 1-year 36.21%, 3-year 22.99%, 5-year 19.98%.

QRPIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 5.01%, investors should weigh costs against performance when evaluating this mutual fund.

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