QTRESX

Investment trust

$25.00 +$0.04 (+0.16%) NAV as of Oct 19, 2026

Prices on SharpeShare since Jul 14, 2026

Range since Jul 14, 2026

$24.46$27.65

Has QTRESX beaten the S&P 500?

Since Jul 14, 2026 (to Oct 19, 2026), QTRESX returned -6.5%; the S&P 500 (SPY) returned +2.2%.

Key figures vs the S&P 500

Return 
QTRESX
-6.5%
S&P 500
+2.2%

Not annualized (under a year)

Largest decline 
QTRESX
11.5%
S&P 500
3.1%
Risk-adjusted return 
QTRESX
-2.30
S&P 500
0.45
Downside risk-adjusted return 
QTRESX
-3.28
S&P 500
0.78

Jul 14, 2026 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

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Returns by period

PeriodQTRESXS&P 500
1 month -1.4% +0.6%

Largest decline (max drawdown, since Jul 2026): 11.5%

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