QSERX Mutual Fund

QSERX Mutual Fund

NAV$22.04
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Returns Overview

1 Month
+2.34%
3 Months
+2.76%
6 Months
+15.81%
YTD
+23.83%
1 Year
+30.41%
3 Years (annualized)
+21.57%
5 Years (annualized)
+11.47%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QSERX 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 Index(^RUT)
This Mutual Fund (YTD)
+23.83%
Peer Avg (YTD)
+15.20%
vs Peers
+8.63%

QSERX Mutual Fund Performance

QSERX performance across multiple time periods: 1-month 2.34%, YTD 23.83%, 1-year 30.41%, 3-year 21.57%, 5-year 11.47%, 10-year 12.10%.

QSERX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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