QSTAX Mutual Fund

QSTAX Mutual Fund

NAV$17.41
See how much of QSTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.40%
3 Months
-6.82%
6 Months
+32.54%
YTD
+17.39%
1 Year
+13.96%
3 Years (annualized)
+19.05%
5 Years (annualized)
+6.25%
10 Years (annualized)
+17.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QSTAX 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
NASDAQ 100 Index Total Return Index
This Mutual Fund (YTD)
+17.39%
Peer Avg (YTD)
+5.22%
vs Peers
+12.16%

QSTAX Mutual Fund Performance

QSTAX performance across multiple time periods: 1-month -3.40%, YTD 17.39%, 1-year 13.96%, 3-year 19.05%, 5-year 6.25%, 10-year 17.73%.

QSTAX returns outperform the peer average of 5.22% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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