QUAIX Mutual Fund

NAV$92.39

Returns Overview

1 Month
+5.48%
3 Months
+29.58%
6 Months
+26.06%
YTD
+24.40%
1 Year
+34.79%
3 Years (annualized)
+16.87%
5 Years (annualized)
+2.85%
10 Years (annualized)
+15.81%

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
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)
+24.40%
Peer Avg (YTD)
+18.52%
vs Peers
+5.87%

QUAIX Mutual Fund Performance

QUAIX performance across multiple time periods: 1-month 5.48%, YTD 24.40%, 1-year 34.79%, 3-year 16.87%, 5-year 2.85%, 10-year 15.81%.

QUAIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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