TQAAX Mutual Fund

TQAAX Mutual Fund

NAV$47.82
See how much of TQAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.81%
3 Months
-8.48%
6 Months
+11.33%
YTD
+9.43%
1 Year
+12.06%
3 Years (annualized)
+15.27%
5 Years (annualized)
+6.29%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQAAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.43%
Peer Avg (YTD)
+10.34%
vs Peers
-0.91%

TQAAX Mutual Fund Performance

TQAAX performance across multiple time periods: 1-month -4.81%, YTD 9.43%, 1-year 12.06%, 3-year 15.27%, 5-year 6.29%, 10-year 11.09%.

TQAAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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