TQSMX Mutual Fund

NAV$30.62

Returns Overview

1 Month
+5.30%
3 Months
+18.99%
6 Months
+20.50%
YTD
+19.04%
1 Year
+33.86%
3 Years (annualized)
+19.36%
5 Years (annualized)
+11.97%
10 Years (annualized)
+12.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQSMX 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)
+19.04%
Peer Avg (YTD)
+10.82%
vs Peers
+8.22%

TQSMX Mutual Fund Performance

TQSMX performance across multiple time periods: 1-month 5.30%, YTD 19.04%, 1-year 33.86%, 3-year 19.36%, 5-year 11.97%, 10-year 12.99%.

TQSMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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