QRSAX Mutual Fund

QRSAX Mutual Fund

NAV$49.55
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Returns Overview

1 Month
-2.46%
3 Months
+0.91%
6 Months
+11.55%
YTD
+23.10%
1 Year
+22.92%
3 Years (annualized)
+16.89%
5 Years (annualized)
+10.19%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRSAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.10%
Peer Avg (YTD)
+15.20%
vs Peers
+7.90%

QRSAX Mutual Fund Performance

QRSAX performance across multiple time periods: 1-month -2.46%, YTD 23.10%, 1-year 22.92%, 3-year 16.89%, 5-year 10.19%, 10-year 11.65%.

QRSAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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