QSERX Mutual Fund

QSERX Mutual Fund

NAV$22.84
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Returns Overview

1 Month
-4.89%
3 Months
+5.12%
6 Months
+15.27%
YTD
+20.99%
1 Year
+38.30%
3 Years (annualized)
+19.15%
5 Years (annualized)
+11.56%
10 Years (annualized)
+11.28%

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)
+20.99%
Peer Avg (YTD)
+15.31%
vs Peers
+5.68%

QSERX Mutual Fund Performance

QSERX performance across multiple time periods: 1-month -4.89%, YTD 20.99%, 1-year 38.30%, 3-year 19.15%, 5-year 11.56%, 10-year 11.28%.

QSERX 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.

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