Performance overview
Morningstar return ratingN/A1
Year-to-date return6.27%
5-year average return8.08%
Number of years up13
Number of years down4
Best 1-yr total return (26 Jun 2024)40.16%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return40.16%
Worst 3-yr total return-0.08%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnMFQAXCategory
YTD6.39%12.38%
1-month3.58%5.09%
3-month1.67%10.28%
1-year17.86%41.70%
3-year2.43%22.56%
5-year9.24%21.98%
10-year8.07%15.99%
Last bull market21.54%25.99%
Last bear market-13.61%-17.29%
Annual total return (%) history
YearMFQAXCategory
2024N/AN/A
202322.46%N/A
2022-21.13%N/A
202116.95%N/A
20208.16%35.86%
201927.85%31.90%
2018-3.89%-2.09%
201717.97%27.67%
20169.61%3.23%
2015-2.43%3.60%
201413.19%10.00%
201340.16%33.92%
201213.65%15.34%
20111.64%-2.46%
201023.64%15.53%
200919.96%35.68%
2008-40.96%-40.67%
20079.42%13.35%
2006N/A7.05%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20248.14%N/AN/AN/A
202311.63%3.95%-3.49%9.35%
2022-4.70%-13.61%-10.37%6.90%
20215.97%6.31%-0.37%4.19%
2020-24.98%20.18%7.12%12.00%
20199.78%3.34%1.57%10.95%
20180.23%5.63%8.17%-16.09%
20175.02%1.82%5.42%4.66%
20161.14%-0.59%3.74%5.08%
20152.30%-0.16%-6.15%1.79%
20143.06%3.47%-0.48%6.66%
201312.99%3.33%7.23%11.95%
201213.10%-2.91%4.53%-0.99%
20116.70%0.56%-16.44%13.36%
20108.09%-9.52%11.18%13.71%
2009-10.69%12.59%14.47%4.21%
2008-14.34%4.35%-10.79%-25.96%
20077.64%4.95%0.81%-3.92%
2006-1.74%1.92%7.70%N/A
Rank in category (by total return)
YTD88
1-month79
3-month64
1-year98
3-year85
5-year97
Load adjusted returns
1-year17.86%
3-year2.43%
5-year9.24%
10-year8.07%
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