QUSOX Mutual Fund

NAV$20.22

Returns Overview

1 Month
-3.64%
3 Months
+4.22%
6 Months
+0.87%
YTD
+0.87%
1 Year
+3.49%
3 Years (annualized)
+10.77%
5 Years (annualized)
+4.17%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUSOX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+11.18%
vs Peers
-10.31%

QUSOX Mutual Fund Performance

QUSOX performance across multiple time periods: 1-month -3.64%, YTD 0.87%, 1-year 3.49%, 3-year 10.77%, 5-year 4.17%, 10-year 7.68%.

QUSOX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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