TQEIX Mutual Fund

NAV$8.99

Returns Overview

1 Month
+0.33%
3 Months
-1.10%
6 Months
+3.15%
YTD
+5.00%
1 Year
+8.58%
3 Years (annualized)
+2.23%
5 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQEIX 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 Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+9.60%
vs Peers
-4.60%

TQEIX Mutual Fund Performance

TQEIX performance across multiple time periods: 1-month 0.33%, YTD 5.00%, 1-year 8.58%, 3-year 2.23%, 5-year 8.36%.

TQEIX returns trail the peer average of 9.60% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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