QSERX Mutual Fund

QSERX Mutual Fund

NAV$22.48
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Returns Overview

1 Month
-2.95%
3 Months
-5.53%
6 Months
+17.55%
YTD
+20.17%
1 Year
+22.66%
3 Years (annualized)
+21.57%
5 Years (annualized)
+11.47%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QSERX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.17%
Peer Avg (YTD)
+10.34%
vs Peers
+9.83%

QSERX Mutual Fund Performance

QSERX performance across multiple time periods: 1-month -2.95%, YTD 20.17%, 1-year 22.66%, 3-year 21.57%, 5-year 11.47%, 10-year 12.10%.

QSERX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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