QTRESX Mutual Fund

QTRESX Mutual Fund

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Returns Overview

1 Month
+1.85%
3 Months
+3.07%
1 Year
+17.13%
3 Years (annualized)
+8.48%
5 Years (annualized)
+2.02%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QTRESX 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
Russell 3000 Index(^RUA)

QTRESX Mutual Fund Performance

QTRESX performance across multiple time periods: 1-month 1.85%, 1-year 17.13%, 3-year 8.48%, 5-year 2.02%, 10-year 4.62%.

QTRESX returns can be compared against peers and benchmarks. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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