WQAIX Mutual Fund

NAV$7.71

Returns Overview

1 Month
+1.96%
3 Months
+16.96%
6 Months
+17.16%
YTD
+1.96%
1 Year
+20.55%
3 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WQAIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+2.25%
vs Peers
-0.29%

WQAIX Mutual Fund Performance

WQAIX performance across multiple time periods: 1-month 1.96%, YTD 1.96%, 1-year 20.55%, 3-year 13.41%.

WQAIX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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