QSPMX

Mutual fund

$15.10 +$0.05 (+0.33%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $13.06High $15.29

Has QSPMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QSPMX returned +13.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
QSPMX
+13.8%
S&P 500
+16.6%
Largest decline 
QSPMX
13.9%
S&P 500
8.9%
Risk-adjusted return 
QSPMX
0.64
S&P 500
0.97
Downside risk-adjusted return 
QSPMX
0.92
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodQSPMXS&P 500
1 month +4.3% +0.6%
3 months +9.7% +3.4%
Year to date +3.3% +13.3%
1 year +13.8% +16.6%
3 years (annualized) +14.1% +23.1%

Volatility (1-year, annualized): 16.4% · Largest decline (max drawdown, since Oct 2021): 27.3%

How are your investments doing?

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