QSPIX Mutual Fund

QSPIX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
+5.26%
3 Months
+13.86%
6 Months
+15.89%
YTD
+27.43%
1 Year
+29.84%
3 Years (annualized)
+19.88%
5 Years (annualized)
+20.74%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QSPIX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+27.43%
Peer Avg (YTD)
+5.40%
vs Peers
+22.03%

QSPIX Mutual Fund Performance

QSPIX performance across multiple time periods: 1-month 5.26%, YTD 27.43%, 1-year 29.84%, 3-year 19.88%, 5-year 20.74%, 10-year 8.38%.

QSPIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 6.13%, investors should weigh costs against performance when evaluating this mutual fund.

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