QUASX Mutual Fund

QUASX Mutual Fund

NAV$70.37
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Returns Overview

1 Month
-5.36%
3 Months
-14.13%
6 Months
+11.20%
YTD
+6.68%
1 Year
+10.11%
3 Years (annualized)
+13.23%
5 Years (annualized)
+0.13%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUASX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+6.68%
Peer Avg (YTD)
+10.34%
vs Peers
-3.66%

QUASX Mutual Fund Performance

QUASX performance across multiple time periods: 1-month -5.36%, YTD 6.68%, 1-year 10.11%, 3-year 13.23%, 5-year 0.13%, 10-year 12.39%.

QUASX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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