TQSAX Mutual Fund

TQSAX Mutual Fund

NAV$30.52
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Returns Overview

1 Month
-1.78%
3 Months
+6.61%
6 Months
+12.51%
YTD
+18.22%
1 Year
+28.63%
3 Years (annualized)
+17.52%
5 Years (annualized)
+11.02%
10 Years (annualized)
+11.89%

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)
+18.22%
Peer Avg (YTD)
+9.54%
vs Peers
+8.68%

TQSAX Mutual Fund Performance

TQSAX performance across multiple time periods: 1-month -1.78%, YTD 18.22%, 1-year 28.63%, 3-year 17.52%, 5-year 11.02%, 10-year 11.89%.

TQSAX returns outperform the peer average of 9.54% 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.