QKACX Mutual Fund

QKACX Mutual Fund

NAV$58.15
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Returns Overview

1 Month
-1.45%
3 Months
+3.37%
6 Months
+16.10%
YTD
+11.28%
1 Year
+14.26%
3 Years (annualized)
+24.65%
5 Years (annualized)
+14.80%
10 Years (annualized)
+16.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QKACX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+8.67%
vs Peers
+2.60%

QKACX Mutual Fund Performance

QKACX performance across multiple time periods: 1-month -1.45%, YTD 11.28%, 1-year 14.26%, 3-year 24.65%, 5-year 14.80%, 10-year 16.93%.

QKACX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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