QUSIX Mutual Fund

QUSIX Mutual Fund

NAV$20.17
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Returns Overview

1 Month
+6.06%
3 Months
+3.27%
6 Months
+1.87%
YTD
+7.22%
1 Year
+10.80%
3 Years (annualized)
+11.68%
5 Years (annualized)
+5.55%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUSIX 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
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📉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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+7.22%
Peer Avg (YTD)
+10.05%
vs Peers
-2.83%

QUSIX Mutual Fund Performance

QUSIX performance across multiple time periods: 1-month 6.06%, YTD 7.22%, 1-year 10.80%, 3-year 11.68%, 5-year 5.55%, 10-year 8.23%.

QUSIX returns trail the peer average of 10.05% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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