TQEZX Mutual Fund

TQEZX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
+0.34%
3 Months
-1.10%
6 Months
+3.05%
YTD
+4.90%
1 Year
+8.48%
3 Years (annualized)
+2.21%
5 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQEZX 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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+9.60%
vs Peers
-4.70%

TQEZX Mutual Fund Performance

TQEZX performance across multiple time periods: 1-month 0.34%, YTD 4.90%, 1-year 8.48%, 3-year 2.21%, 5-year 8.37%.

TQEZX 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.

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