QDSIX Mutual Fund

QDSIX Mutual Fund

NAV$15.61
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Returns Overview

1 Month
+2.11%
3 Months
+6.53%
6 Months
+7.19%
YTD
+10.56%
1 Year
+13.68%
3 Years (annualized)
+13.64%
5 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDSIX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+5.40%
vs Peers
+5.16%

QDSIX Mutual Fund Performance

QDSIX performance across multiple time periods: 1-month 2.11%, YTD 10.56%, 1-year 13.68%, 3-year 13.64%, 5-year 12.65%.

QDSIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.21%, investors should weigh costs against performance when evaluating this mutual fund.

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