QUAIX Mutual Fund

QUAIX Mutual Fund

NAV$77.69
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Returns Overview

1 Month
-3.86%
3 Months
-8.54%
6 Months
-8.44%
YTD
+2.75%
1 Year
+3.67%
3 Years (annualized)
+16.51%
5 Years (annualized)
-2.12%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUAIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+2.75%
Peer Avg (YTD)
+12.21%
vs Peers
-9.46%

QUAIX Mutual Fund Performance

QUAIX performance across multiple time periods: 1-month -3.86%, YTD 2.75%, 1-year 3.67%, 3-year 16.51%, 5-year -2.12%, 10-year 12.03%.

QUAIX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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