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(TQMIX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return6.42%
5-year average return11.78%
Number of years up4
Number of years down2
Best 1-yr total return (20 Jun 2024)37.33%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return37.33%
Worst 3-yr total return4.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTQMIXCategory
YTD4.30%10.80%
1-month1.24%4.43%
3-month-2.88%7.00%
1-year21.48%48.17%
3-year3.95%21.26%
5-year12.70%20.18%
10-year10.93%14.07%
Last bull market29.29%27.14%
Last bear market-17.23%-21.26%

Annual total return (%) history

Year
TQMIXCategory
2024
N/AN/A
2023
24.94%N/A
2022
-22.23%N/A
2021
16.04%N/A
2020
33.27%39.26%
2019
37.33%32.52%
2018
-4.45%-6.65%
2017
N/A23.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.88%N/AN/AN/A
20237.35%7.05%-4.24%13.54%
2022-9.67%-17.23%-0.29%4.33%
2021-0.15%9.49%0.98%5.11%
2020-19.24%28.07%9.27%17.91%
201916.62%8.37%0.56%8.04%
20182.60%3.00%6.72%-15.28%
20174.05%4.35%5.97%N/A

Rank in category (by total return)

YTD46
1-month76
3-month70
1-year33
3-year13
5-year16

Load adjusted returns

1-year21.48%
3-year3.95%
5-year12.70%
10-year10.93%