27
Mid CapAvoid
Quant Midcap Gr
Quant · Direct–Growth · rank #27 of 34 by Smart Score
Data updated
Trailing returns
1 Year
8.1%
-1.6% vs index
3 Years
12.4%
-4.1% vs index
5 Years
16.3%
-0.5% vs index
Since launch
16.6%
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
+5.7%+1.5% vs index
Why this score
Quant Midcap Gr scores 27/100 — #27 of 34 Mid Cap fund (Avoid). The main drag is its 3y return (better than only 12% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return12.37% · 12th percentile in category
Sharpe ratio0.32 · 8th percentile in category
Alpha-5.27 · 5th percentile in category
Sortino ratio0.42 · 15th percentile in category
Expense ratio1.20% · 23rd percentile in category
1Y return8.12% · 31st percentile in category