QUAKX Mutual Fund

NAV$58.68

Returns Overview

1 Year
+1.14%
3 Years (annualized)
+2.13%
5 Years (annualized)
-3.77%
10 Years (annualized)
+14.99%

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
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)

QUAKX Mutual Fund Performance

QUAKX performance across multiple time periods: 1-year 1.14%, 3-year 2.13%, 5-year -3.77%, 10-year 14.99%.

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