QUERX Mutual Fund

NAV$19.49

Returns Overview

1 Month
-0.11%
3 Months
+4.41%
6 Months
+6.25%
YTD
+6.56%
1 Year
+6.57%
3 Years (annualized)
+3.65%
5 Years (annualized)
+2.30%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUERX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+9.51%
vs Peers
-2.95%

QUERX Mutual Fund Performance

QUERX performance across multiple time periods: 1-month -0.11%, YTD 6.56%, 1-year 6.57%, 3-year 3.65%, 5-year 2.30%, 10-year 8.68%.

QUERX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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