QRSIX Mutual Fund

QRSIX Mutual Fund

NAV$53.43
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Returns Overview

1 Month
+4.71%
3 Months
-2.60%
6 Months
+4.90%
YTD
+23.02%
1 Year
+25.48%
3 Years (annualized)
+20.19%
5 Years (annualized)
+10.54%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRSIX 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)
+23.02%
Peer Avg (YTD)
+12.21%
vs Peers
+10.81%

QRSIX Mutual Fund Performance

QRSIX performance across multiple time periods: 1-month 4.71%, YTD 23.02%, 1-year 25.48%, 3-year 20.19%, 5-year 10.54%, 10-year 11.73%.

QRSIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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