QUSRX Mutual Fund

NAV$20.23

Returns Overview

1 Month
-3.59%
3 Months
+4.27%
6 Months
+1.09%
YTD
+1.09%
1 Year
+4.05%
3 Years (annualized)
+11.26%
5 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUSRX 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
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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)
+1.09%
Peer Avg (YTD)
+11.18%
vs Peers
-10.09%

QUSRX Mutual Fund Performance

QUSRX performance across multiple time periods: 1-month -3.59%, YTD 1.09%, 1-year 4.05%, 3-year 11.26%, 5-year 4.61%.

QUSRX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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