QTERX Mutual Fund

NAV$15.66

Returns Overview

1 Month
+0.12%
3 Months
+19.75%
6 Months
+26.75%
YTD
+23.89%
1 Year
+44.96%
3 Years (annualized)
+26.63%
5 Years (annualized)
+9.04%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QTERX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.89%
Peer Avg (YTD)
+23.08%
vs Peers
+0.82%

QTERX Mutual Fund Performance

QTERX performance across multiple time periods: 1-month 0.12%, YTD 23.89%, 1-year 44.96%, 3-year 26.63%, 5-year 9.04%, 10-year 10.40%.

QTERX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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