TQTIX Mutual Fund

TQTIX Mutual Fund

NAV$20.21
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Returns Overview

1 Month
-3.00%
3 Months
+9.11%
6 Months
+6.41%
YTD
+5.89%
1 Year
+8.84%
3 Years (annualized)
+13.31%
5 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQTIX 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
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📉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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+9.16%
vs Peers
-3.27%

TQTIX Mutual Fund Performance

TQTIX performance across multiple time periods: 1-month -3.00%, YTD 5.89%, 1-year 8.84%, 3-year 13.31%, 5-year 1.66%.

TQTIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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