QDSRX Mutual Fund

QDSRX Mutual Fund

NAV$15.66
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Returns Overview

1 Month
+2.10%
3 Months
+6.58%
6 Months
+7.25%
YTD
+10.61%
1 Year
+13.80%
3 Years (annualized)
+13.75%
5 Years (annualized)
+12.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDSRX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+10.61%
Peer Avg (YTD)
+5.40%
vs Peers
+5.20%

QDSRX Mutual Fund Performance

QDSRX performance across multiple time periods: 1-month 2.10%, YTD 10.61%, 1-year 13.80%, 3-year 13.75%, 5-year 12.73%.

QDSRX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.09%, investors should weigh costs against performance when evaluating this mutual fund.

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