QRPRX Mutual Fund

NAV$16.81
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Returns Overview

1 Month
-0.12%
3 Months
+7.31%
6 Months
+17.03%
YTD
+17.20%
1 Year
+31.92%
3 Years (annualized)
+20.86%
5 Years (annualized)
+19.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRPRX 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
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📉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

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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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+17.20%
Peer Avg (YTD)
+3.47%
vs Peers
+13.73%

QRPRX Mutual Fund Performance

QRPRX performance across multiple time periods: 1-month -0.12%, YTD 17.20%, 1-year 31.92%, 3-year 20.86%, 5-year 19.53%.

QRPRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 4.91%, investors should weigh costs against performance when evaluating this mutual fund.

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