QUASX Mutual Fund

NAV$80.01

Returns Overview

1 Month
+5.47%
3 Months
+29.50%
6 Months
+25.92%
YTD
+24.24%
1 Year
+34.47%
3 Years (annualized)
+16.62%
5 Years (annualized)
+2.60%
10 Years (annualized)
+14.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUASX 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)
+24.24%
Peer Avg (YTD)
+18.52%
vs Peers
+5.72%

QUASX Mutual Fund Performance

QUASX performance across multiple time periods: 1-month 5.47%, YTD 24.24%, 1-year 34.47%, 3-year 16.62%, 5-year 2.60%, 10-year 14.17%.

QUASX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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