QSTAX Mutual Fund

QSTAX Mutual Fund

NAV$17.99
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Returns Overview

1 Month
+5.80%
3 Months
+42.25%
6 Months
+25.30%
YTD
+25.98%
1 Year
+41.76%
3 Years (annualized)
+19.95%
5 Years (annualized)
+9.87%
10 Years (annualized)
+17.64%

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)
+25.98%
Peer Avg (YTD)
+5.93%
vs Peers
+20.05%

QSTAX Mutual Fund Performance

QSTAX performance across multiple time periods: 1-month 5.80%, YTD 25.98%, 1-year 41.76%, 3-year 19.95%, 5-year 9.87%, 10-year 17.64%.

QSTAX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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