TQAIX Mutual Fund

TQAIX Mutual Fund

NAV$51.50
See how much of TQAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.47%
3 Months
+4.70%
6 Months
+10.73%
YTD
+15.73%
1 Year
+24.95%
3 Years (annualized)
+14.64%
5 Years (annualized)
+7.21%
10 Years (annualized)
+11.54%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.73%
Peer Avg (YTD)
+15.31%
vs Peers
+0.42%

TQAIX Mutual Fund Performance

TQAIX performance across multiple time periods: 1-month -4.47%, YTD 15.73%, 1-year 24.95%, 3-year 14.64%, 5-year 7.21%, 10-year 11.54%.

TQAIX returns outperform the peer average of 15.31% 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.