QRSAX Mutual Fund

QRSAX Mutual Fund

NAV$53.14
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Returns Overview

1 Month
+4.16%
3 Months
+19.79%
6 Months
+27.06%
YTD
+27.06%
1 Year
+35.99%
3 Years (annualized)
+18.89%
5 Years (annualized)
+11.21%

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
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🏦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)
+27.06%
Peer Avg (YTD)
+18.52%
vs Peers
+8.53%

QRSAX Mutual Fund Performance

QRSAX performance across multiple time periods: 1-month 4.16%, YTD 27.06%, 1-year 35.99%, 3-year 18.89%, 5-year 11.21%.

QRSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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