USNQX Mutual Fund

USNQX Mutual Fund

NAV$70.59
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Returns Overview

1 Month
-6.65%
3 Months
+3.06%
6 Months
+10.77%
YTD
+12.27%
1 Year
+22.07%
3 Years (annualized)
+21.96%
5 Years (annualized)
+14.58%
10 Years (annualized)
+20.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USNQX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+6.23%
vs Peers
+6.04%

USNQX Mutual Fund Performance

USNQX performance across multiple time periods: 1-month -6.65%, YTD 12.27%, 1-year 22.07%, 3-year 21.96%, 5-year 14.58%, 10-year 20.44%.

USNQX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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