QDFPAX Mutual Fund

QDFPAX Mutual Fund

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Returns Overview

1 Month
-6.63%
3 Months
-2.53%
6 Months
+6.91%
YTD
-3.35%
1 Year
+5.14%
3 Years (annualized)
+14.34%
5 Years (annualized)
+4.26%
10 Years (annualized)
+3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDFPAX 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
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📉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)
-3.35%
Peer Avg (YTD)
+8.67%
vs Peers
-12.01%

QDFPAX Mutual Fund Performance

QDFPAX performance across multiple time periods: 1-month -6.63%, YTD -3.35%, 1-year 5.14%, 3-year 14.34%, 5-year 4.26%, 10-year 3.02%.

QDFPAX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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