QUSIX Mutual Fund

QUSIX Mutual Fund

NAV$19.27
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Returns Overview

1 Month
-1.39%
3 Months
-2.60%
6 Months
+0.58%
YTD
+4.43%
1 Year
+7.73%
3 Years (annualized)
+15.23%
5 Years (annualized)
+5.59%
10 Years (annualized)
+7.82%

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
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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+10.55%
vs Peers
-6.12%

QUSIX Mutual Fund Performance

QUSIX performance across multiple time periods: 1-month -1.39%, YTD 4.43%, 1-year 7.73%, 3-year 15.23%, 5-year 5.59%, 10-year 7.82%.

QUSIX returns trail the peer average of 10.55% YTD. With an expense ratio of 1.07%, 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.