QRPRX Mutual Fund

QRPRX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
+4.78%
3 Months
+13.93%
6 Months
+22.26%
YTD
+33.53%
1 Year
+39.32%
3 Years (annualized)
+22.88%
5 Years (annualized)
+21.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRPRX 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
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📉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)
+33.53%
Peer Avg (YTD)
+5.40%
vs Peers
+28.13%

QRPRX Mutual Fund Performance

QRPRX performance across multiple time periods: 1-month 4.78%, YTD 33.53%, 1-year 39.32%, 3-year 22.88%, 5-year 21.01%.

QRPRX returns outperform the peer average of 5.40% YTD. With an expense ratio of 4.91%, investors should weigh costs against performance when evaluating this mutual fund.

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