QUAKX Mutual Fund

QUAKX Mutual Fund

NAV$58.68
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Returns Overview

1 Year
+1.14%
3 Years (annualized)
+1.48%
5 Years (annualized)
-3.59%
10 Years (annualized)
+14.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUAKX 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)

QUAKX Mutual Fund Performance

QUAKX performance across multiple time periods: 1-year 1.14%, 3-year 1.48%, 5-year -3.59%, 10-year 14.29%.

QUAKX returns can be compared against peers and benchmarks. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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