TSQIX Mutual Fund

TSQIX Mutual Fund

NAV$14.94
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Returns Overview

1 Month
+6.21%
3 Months
+24.16%
6 Months
+15.23%
YTD
+14.61%
1 Year
+22.23%
3 Years (annualized)
+16.89%
5 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSQIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+14.61%
Peer Avg (YTD)
+18.52%
vs Peers
-3.91%

TSQIX Mutual Fund Performance

TSQIX performance across multiple time periods: 1-month 6.21%, YTD 14.61%, 1-year 22.23%, 3-year 16.89%, 5-year 5.57%.

TSQIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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