QUSIX

Mutual fund

$19.62 -$0.17 (-0.86%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $17.60High $20.38

Has QUSIX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QUSIX returned +11.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
QUSIX
+11.1%
S&P 500
+16.6%
Largest decline 
QUSIX
12.1%
S&P 500
8.9%
Risk-adjusted return 
QUSIX
0.59
S&P 500
0.97
Downside risk-adjusted return 
QUSIX
0.88
S&P 500
1.44

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

PeriodQUSIXS&P 500
1 month 0.0% +0.6%
3 months +3.4% +3.4%
Year to date +7.3% +13.3%
1 year +11.1% +16.6%
3 years (annualized) +15.8% +23.1%

Volatility (1-year, annualized): 12.8% · Largest decline (max drawdown, since Oct 2021): 30.1%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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