TQSIX Mutual Fund

TQSIX Mutual Fund

NAV$30.26
See how much of TQSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.77%
3 Months
+6.72%
6 Months
+12.78%
YTD
+18.53%
1 Year
+30.16%
3 Years (annualized)
+17.19%
5 Years (annualized)
+11.68%
10 Years (annualized)
+12.52%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+18.53%
Peer Avg (YTD)
+9.54%
vs Peers
+8.99%

TQSIX Mutual Fund Performance

TQSIX performance across multiple time periods: 1-month -1.77%, YTD 18.53%, 1-year 30.16%, 3-year 17.19%, 5-year 11.68%, 10-year 12.52%.

TQSIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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