QAMWEX Mutual Fund

QAMWEX Mutual Fund

See how much of QAMWEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.93%
3 Months
-3.50%
6 Months
+5.46%
YTD
+0.49%
1 Year
-10.20%
3 Years (annualized)
+1.15%
5 Years (annualized)
+1.99%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QAMWEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+6.72%
vs Peers
-6.23%

QAMWEX Mutual Fund Performance

QAMWEX performance across multiple time periods: 1-month -2.93%, YTD 0.49%, 1-year -10.20%, 3-year 1.15%, 5-year 1.99%, 10-year 9.35%.

QAMWEX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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