QUSOX Mutual Fund

QUSOX Mutual Fund

NAV$19.47
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Returns Overview

1 Month
-4.57%
3 Months
+4.69%
6 Months
+9.11%
YTD
+5.60%
1 Year
+5.19%
3 Years (annualized)
+13.80%
5 Years (annualized)
+5.42%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUSOX 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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+10.69%
vs Peers
-5.09%

QUSOX Mutual Fund Performance

QUSOX performance across multiple time periods: 1-month -4.57%, YTD 5.60%, 1-year 5.19%, 3-year 13.80%, 5-year 5.42%, 10-year 7.85%.

QUSOX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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