QAAHAX Mutual Fund

QAAHAX Mutual Fund

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Returns Overview

1 Month
-3.54%
3 Months
+0.40%
6 Months
+13.45%
YTD
+13.38%
1 Year
+18.78%
3 Years (annualized)
+15.38%
5 Years (annualized)
+10.94%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QAAHAX 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 Value Index(RLV)
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+10.00%
vs Peers
+3.39%

QAAHAX Mutual Fund Performance

QAAHAX performance across multiple time periods: 1-month -3.54%, YTD 13.38%, 1-year 18.78%, 3-year 15.38%, 5-year 10.94%, 10-year 10.97%.

QAAHAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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