QSMNX Mutual Fund

QSMNX Mutual Fund

NAV$22.82
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Returns Overview

1 Month
+5.55%
3 Months
+24.33%
6 Months
+27.89%
YTD
+26.98%
1 Year
+44.64%
3 Years (annualized)
+20.99%
5 Years (annualized)
+10.49%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QSMNX 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)
+26.98%
Peer Avg (YTD)
+18.52%
vs Peers
+8.46%

QSMNX Mutual Fund Performance

QSMNX performance across multiple time periods: 1-month 5.55%, YTD 26.98%, 1-year 44.64%, 3-year 20.99%, 5-year 10.49%, 10-year 12.14%.

QSMNX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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