QETAX

Mutual fund

$7.76 -$0.02 (-0.26%) NAV as of Oct 19, 2026

Prices on SharpeShare since Mar 16, 2026

Range since Mar 16, 2026

Low $7.52High $8.19

Has QETAX beaten the S&P 500?

Since Mar 16, 2026 (to Oct 19, 2026), QETAX returned -2.8%; the S&P 500 (SPY) returned +15.5%.

Key figures vs the S&P 500

Return 
QETAX
-2.8%
S&P 500
+15.5%

Not annualized (under a year)

Largest decline 
QETAX
6.0%
S&P 500
5.5%
Risk-adjusted return 
QETAX
-0.92
S&P 500
1.60
Downside risk-adjusted return 
QETAX
-1.16
S&P 500
2.49

Mar 16, 2026 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodQETAXS&P 500
1 month -0.6% +0.6%
3 months -0.5% +3.4%

Largest decline (max drawdown, since Mar 2026): 6.0%

How are your investments doing?

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