QSPMX Mutual Fund

QSPMX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
+3.69%
3 Months
+6.69%
6 Months
-2.71%
YTD
-2.05%
1 Year
+11.24%
3 Years (annualized)
+11.95%
5 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QSPMX 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
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📉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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-2.05%
Peer Avg (YTD)
+7.17%
vs Peers
-9.22%

QSPMX Mutual Fund Performance

QSPMX performance across multiple time periods: 1-month 3.69%, YTD -2.05%, 1-year 11.24%, 3-year 11.95%, 5-year 6.09%.

QSPMX returns trail the peer average of 7.17% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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