QUSOX Mutual Fund

QUSOX Mutual Fund

NAV$20.34
See how much of QUSOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.04%
3 Months
+3.15%
6 Months
+1.71%
YTD
+6.96%
1 Year
+10.34%
3 Years (annualized)
+11.26%
5 Years (annualized)
+5.14%
10 Years (annualized)
+7.84%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+10.05%
vs Peers
-3.09%

QUSOX Mutual Fund Performance

QUSOX performance across multiple time periods: 1-month 6.04%, YTD 6.96%, 1-year 10.34%, 3-year 11.26%, 5-year 5.14%, 10-year 7.84%.

QUSOX returns trail the peer average of 10.05% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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