TQAIX Mutual Fund

TQAIX Mutual Fund

NAV$49.71
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Returns Overview

1 Month
-4.78%
3 Months
-8.38%
6 Months
+11.54%
YTD
+9.78%
1 Year
+12.52%
3 Years (annualized)
+15.75%
5 Years (annualized)
+6.74%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQAIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+10.34%
vs Peers
-0.56%

TQAIX Mutual Fund Performance

TQAIX performance across multiple time periods: 1-month -4.78%, YTD 9.78%, 1-year 12.52%, 3-year 15.75%, 5-year 6.74%, 10-year 11.56%.

TQAIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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