QUERX Mutual Fund

QUERX Mutual Fund

NAV$19.23
See how much of QUERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.87%
3 Months
+3.65%
6 Months
+5.14%
YTD
+8.55%
1 Year
+9.74%
3 Years (annualized)
+10.87%
5 Years (annualized)
+6.07%
10 Years (annualized)
+10.84%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+9.41%
vs Peers
-0.86%

QUERX Mutual Fund Performance

QUERX performance across multiple time periods: 1-month 1.87%, YTD 8.55%, 1-year 9.74%, 3-year 10.87%, 5-year 6.07%, 10-year 10.84%.

QUERX returns trail the peer average of 9.41% 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.