TQMIX Mutual Fund

TQMIX Mutual Fund

NAV$17.76
See how much of TQMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.74%
3 Months
+4.72%
6 Months
+10.17%
YTD
+7.34%
1 Year
+5.59%
3 Years (annualized)
+15.09%
5 Years (annualized)
+7.14%
10 Years (annualized)
+11.81%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+9.89%
vs Peers
-2.55%

TQMIX Mutual Fund Performance

TQMIX performance across multiple time periods: 1-month 2.74%, YTD 7.34%, 1-year 5.59%, 3-year 15.09%, 5-year 7.14%, 10-year 11.81%.

TQMIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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