TQSAX Mutual Fund

NAV$30.62

Returns Overview

1 Month
+5.26%
3 Months
+18.90%
6 Months
+20.36%
YTD
+18.85%
1 Year
+32.55%
3 Years (annualized)
+18.74%
5 Years (annualized)
+11.50%
10 Years (annualized)
+12.58%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 2500 Index(^R25I)
This Mutual Fund (YTD)
+18.85%
Peer Avg (YTD)
+10.82%
vs Peers
+8.03%

TQSAX Mutual Fund Performance

TQSAX performance across multiple time periods: 1-month 5.26%, YTD 18.85%, 1-year 32.55%, 3-year 18.74%, 5-year 11.50%, 10-year 12.58%.

TQSAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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