QRDTX Mutual Fund

QRDTX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
-4.84%
3 Months
-2.35%
6 Months
+12.01%
YTD
+9.18%
1 Year
+10.91%
3 Years (annualized)
+14.30%
5 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRDTX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+9.98%
vs Peers
-0.80%

QRDTX Mutual Fund Performance

QRDTX performance across multiple time periods: 1-month -4.84%, YTD 9.18%, 1-year 10.91%, 3-year 14.30%, 5-year 2.09%.

QRDTX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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