28
Mid CapAvoid
Quant Midcap
Quant · Direct–Growth · rank #28 of 34 by Smart Score
Data updated
Trailing returns
1 Year
0.9%
+1.2% vs index
3 Years
9.5%
-3.7% vs index
5 Years
13.5%
+0.6% vs index
Since launch
16.2%
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
+2.7%+4.8% vs index
Why this score
Quant Midcap scores 28/100 — #28 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 return9.52% · 8th percentile in category
Sharpe ratio0.18 · 11th percentile in category
Alpha-4.83 · 5th percentile in category
Sortino ratio0.24 · 15th percentile in category
Expense ratio1.19% · 23rd percentile in category
1Y return0.91% · 34th percentile in category