TQTIX Mutual Fund

TQTIX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
-3.68%
3 Months
-1.44%
6 Months
+7.53%
YTD
+4.36%
1 Year
+2.82%
3 Years (annualized)
+14.33%
5 Years (annualized)
+1.31%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQTIX 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+7.86%
vs Peers
-3.50%

TQTIX Mutual Fund Performance

TQTIX performance across multiple time periods: 1-month -3.68%, YTD 4.36%, 1-year 2.82%, 3-year 14.33%, 5-year 1.31%, 10-year 5.57%.

TQTIX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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