QRSIX Mutual Fund

QRSIX Mutual Fund

NAV$52.79
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Returns Overview

1 Month
-0.65%
3 Months
+7.70%
6 Months
+19.55%
YTD
+26.30%
1 Year
+31.65%
3 Years (annualized)
+19.30%
5 Years (annualized)
+12.43%
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
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)
+26.30%
Peer Avg (YTD)
+15.31%
vs Peers
+10.99%

QRSIX Mutual Fund Performance

QRSIX performance across multiple time periods: 1-month -0.65%, YTD 26.30%, 1-year 31.65%, 3-year 19.30%, 5-year 12.43%, 10-year 11.73%.

QRSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.80%, 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.