TQSMX Mutual Fund

TQSMX Mutual Fund

NAV$28.71
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Returns Overview

1 Month
-4.71%
3 Months
-6.15%
6 Months
+11.67%
YTD
+11.71%
1 Year
+15.35%
3 Years (annualized)
+19.13%
5 Years (annualized)
+11.37%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQSMX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+6.72%
vs Peers
+4.99%

TQSMX Mutual Fund Performance

TQSMX performance across multiple time periods: 1-month -4.71%, YTD 11.71%, 1-year 15.35%, 3-year 19.13%, 5-year 11.37%, 10-year 12.49%.

TQSMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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