QUACX Mutual Fund

NAV$91.97

Returns Overview

1 Month
+5.40%
3 Months
+29.24%
6 Months
+25.44%
YTD
+23.80%
1 Year
+33.46%
3 Years (annualized)
+15.74%
5 Years (annualized)
+1.83%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUACX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+23.80%
Peer Avg (YTD)
+18.52%
vs Peers
+5.28%

QUACX Mutual Fund Performance

QUACX performance across multiple time periods: 1-month 5.40%, YTD 23.80%, 1-year 33.46%, 3-year 15.74%, 5-year 1.83%, 10-year 13.32%.

QUACX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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