TQSIX Mutual Fund

NAV$31.13

Returns Overview

1 Month
+5.31%
3 Months
+19.06%
6 Months
+20.66%
YTD
+19.16%
1 Year
+34.10%
3 Years (annualized)
+19.59%
5 Years (annualized)
+12.18%
10 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQSIX 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)
+19.16%
Peer Avg (YTD)
+10.82%
vs Peers
+8.34%

TQSIX Mutual Fund Performance

TQSIX performance across multiple time periods: 1-month 5.31%, YTD 19.16%, 1-year 34.10%, 3-year 19.59%, 5-year 12.18%, 10-year 13.20%.

TQSIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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