TQMIX Mutual Fund

TQMIX Mutual Fund

NAV$18.11
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Returns Overview

1 Month
-3.74%
3 Months
+6.38%
6 Months
+5.80%
YTD
+4.48%
1 Year
+3.81%
3 Years (annualized)
+10.48%
5 Years (annualized)
+5.05%
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
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📉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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+9.54%
vs Peers
-5.06%

TQMIX Mutual Fund Performance

TQMIX performance across multiple time periods: 1-month -3.74%, YTD 4.48%, 1-year 3.81%, 3-year 10.48%, 5-year 5.05%, 10-year 11.81%.

TQMIX returns trail the peer average of 9.54% 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.