TQSIX Mutual Fund

TQSIX Mutual Fund

NAV$28.84
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Returns Overview

1 Month
+0.30%
3 Months
+3.76%
6 Months
+10.26%
YTD
+18.89%
1 Year
+23.64%
3 Years (annualized)
+19.37%
5 Years (annualized)
+11.59%
10 Years (annualized)
+12.70%

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
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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)
+18.89%
Peer Avg (YTD)
+9.89%
vs Peers
+9.00%

TQSIX Mutual Fund Performance

TQSIX performance across multiple time periods: 1-month 0.30%, YTD 18.89%, 1-year 23.64%, 3-year 19.37%, 5-year 11.59%, 10-year 12.70%.

TQSIX returns outperform the peer average of 9.89% 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.