QSPMX Mutual Fund

QSPMX Mutual Fund

NAV$14.27
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Returns Overview

1 Month
-0.72%
3 Months
+4.53%
6 Months
-7.25%
YTD
-4.59%
1 Year
+14.27%
3 Years (annualized)
+10.35%
5 Years (annualized)
+6.55%

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)
-4.59%
Peer Avg (YTD)
+6.57%
vs Peers
-11.17%

QSPMX Mutual Fund Performance

QSPMX performance across multiple time periods: 1-month -0.72%, YTD -4.59%, 1-year 14.27%, 3-year 10.35%, 5-year 6.55%.

QSPMX returns trail the peer average of 6.57% 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.