27
Mid CapAvoid
Quant Midcap Gr
Quant · Direct–Growth · rank #29 of 34 by Smart Score
Data updated
Trailing returns
1 Year
3.6%
-1.5% vs index
3 Years
10.9%
-4.2% vs index
5 Years
15.9%
+0.1% vs index
Since launch
16.5%
Year-by-year performance
2021
+53.9%+7.0% vs index
2022
+19.9%+16.3% vs index
2023
+36.4%-7.9% vs index
2024
+20.3%-3.9% vs index
2025
-4.5%-10.3% vs index
2026
+5.2%+2.0% vs index
Why this score
Quant Midcap Gr scores 27/100 — #29 of 34 Mid Cap fund (Avoid). The main drag is its 3y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return10.93% · 8th percentile in category
Sharpe ratio0.26 · 8th percentile in category
Alpha-5.35 · 5th percentile in category
Sortino ratio0.35 · 15th percentile in category
Expense ratio1.18% · 22nd percentile in category
1Y return3.56% · 21st percentile in category