TQSMX Mutual Fund

TQSMX Mutual Fund

NAV$30.53
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Returns Overview

1 Month
-1.78%
3 Months
+6.65%
6 Months
+12.68%
YTD
+18.36%
1 Year
+29.91%
3 Years (annualized)
+16.97%
5 Years (annualized)
+11.47%
10 Years (annualized)
+12.32%

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
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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)
+18.36%
Peer Avg (YTD)
+9.54%
vs Peers
+8.82%

TQSMX Mutual Fund Performance

TQSMX performance across multiple time periods: 1-month -1.78%, YTD 18.36%, 1-year 29.91%, 3-year 16.97%, 5-year 11.47%, 10-year 12.32%.

TQSMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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