QUERX Mutual Fund

QUERX Mutual Fund

NAV$19.66
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Returns Overview

1 Month
+1.68%
3 Months
+3.47%
6 Months
+3.70%
YTD
+10.38%
1 Year
+9.32%
3 Years (annualized)
+11.93%
5 Years (annualized)
+5.90%
10 Years (annualized)
+11.12%

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
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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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+11.21%
vs Peers
-0.84%

QUERX Mutual Fund Performance

QUERX performance across multiple time periods: 1-month 1.68%, YTD 10.38%, 1-year 9.32%, 3-year 11.93%, 5-year 5.90%, 10-year 11.12%.

QUERX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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