TQMIX Mutual Fund

NAV$18.38

Returns Overview

1 Month
+5.88%
3 Months
+18.44%
6 Months
+9.25%
YTD
+8.54%
1 Year
+9.37%
3 Years (annualized)
+15.35%
5 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQMIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+10.82%
vs Peers
-2.28%

TQMIX Mutual Fund Performance

TQMIX performance across multiple time periods: 1-month 5.88%, YTD 8.54%, 1-year 9.37%, 3-year 15.35%, 5-year 8.56%.

TQMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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