QSTAX Mutual Fund

QSTAX Mutual Fund

NAV$17.96
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Returns Overview

1 Month
-9.51%
3 Months
+8.78%
6 Months
+10.93%
YTD
+14.01%
1 Year
+23.28%
3 Years (annualized)
+13.47%
5 Years (annualized)
+6.57%
10 Years (annualized)
+17.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QSTAX 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
NASDAQ 100 Index Total Return Index
This Mutual Fund (YTD)
+14.01%
Peer Avg (YTD)
+5.79%
vs Peers
+8.21%

QSTAX Mutual Fund Performance

QSTAX performance across multiple time periods: 1-month -9.51%, YTD 14.01%, 1-year 23.28%, 3-year 13.47%, 5-year 6.57%, 10-year 17.01%.

QSTAX returns outperform the peer average of 5.79% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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