QASOX Mutual Fund

QASOX Mutual Fund

NAV$11.14
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Returns Overview

1 Month
+1.85%
3 Months
+0.82%
6 Months
+10.10%
YTD
+10.10%
1 Year
+16.27%
3 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QASOX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+5.41%
vs Peers
+4.69%

QASOX Mutual Fund Performance

QASOX performance across multiple time periods: 1-month 1.85%, YTD 10.10%, 1-year 16.27%, 3-year 12.05%.

QASOX returns outperform the peer average of 5.41% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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