QUARX Mutual Fund

NAV$52.31

Returns Overview

1 Year
+1.20%
3 Years (annualized)
+2.01%
5 Years (annualized)
-5.44%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUARX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)

QUARX Mutual Fund Performance

QUARX performance across multiple time periods: 1-year 1.20%, 3-year 2.01%, 5-year -5.44%, 10-year 9.40%.

QUARX returns can be compared against peers and benchmarks. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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