QISOX Mutual Fund

QISOX Mutual Fund

NAV$14.94
See how much of QISOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.21%
3 Months
-7.35%
6 Months
+14.52%
YTD
+11.83%
1 Year
+9.95%
3 Years (annualized)
+11.90%
5 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QISOX 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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+7.86%
vs Peers
+3.96%

QISOX Mutual Fund Performance

QISOX performance across multiple time periods: 1-month -5.21%, YTD 11.83%, 1-year 9.95%, 3-year 11.90%, 5-year 4.25%.

QISOX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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