TQSAX Mutual Fund

TQSAX Mutual Fund

NAV$28.67
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Returns Overview

1 Month
+0.23%
3 Months
+3.64%
6 Months
+10.00%
YTD
+18.50%
1 Year
+23.04%
3 Years (annualized)
+18.80%
5 Years (annualized)
+11.07%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQSAX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+18.50%
Peer Avg (YTD)
+9.89%
vs Peers
+8.61%

TQSAX Mutual Fund Performance

TQSAX performance across multiple time periods: 1-month 0.23%, YTD 18.50%, 1-year 23.04%, 3-year 18.80%, 5-year 11.07%, 10-year 12.19%.

TQSAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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