QSPIX Mutual Fund

NAV$9.98

Returns Overview

1 Month
+0.73%
3 Months
+1.79%
6 Months
+11.79%
YTD
+11.92%
1 Year
+17.41%
3 Years (annualized)
+18.32%
5 Years (annualized)
+19.35%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QSPIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+11.92%
Peer Avg (YTD)
+3.47%
vs Peers
+8.45%

QSPIX Mutual Fund Performance

QSPIX performance across multiple time periods: 1-month 0.73%, YTD 11.92%, 1-year 17.41%, 3-year 18.32%, 5-year 19.35%, 10-year 7.22%.

QSPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 6.13%, investors should weigh costs against performance when evaluating this mutual fund.

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