DQIYX Mutual Fund

DQIYX Mutual Fund

NAV$41.84
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Returns Overview

1 Month
-0.85%
3 Months
+3.05%
6 Months
+15.10%
YTD
+15.04%
1 Year
+18.95%
3 Years (annualized)
+21.30%
5 Years (annualized)
+14.11%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DQIYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.04%
Peer Avg (YTD)
+10.00%
vs Peers
+5.04%

DQIYX Mutual Fund Performance

DQIYX performance across multiple time periods: 1-month -0.85%, YTD 15.04%, 1-year 18.95%, 3-year 21.30%, 5-year 14.11%, 10-year 13.27%.

DQIYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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