HQIVX Mutual Fund

HQIVX Mutual Fund

NAV$23.65
See how much of HQIVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.70%
3 Months
+3.43%
6 Months
+8.78%
YTD
+14.42%
1 Year
+19.97%
3 Years (annualized)
+17.63%
5 Years (annualized)
+11.01%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQIVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.42%
Peer Avg (YTD)
+14.61%
vs Peers
-0.20%

HQIVX Mutual Fund Performance

HQIVX performance across multiple time periods: 1-month 6.70%, YTD 14.42%, 1-year 19.97%, 3-year 17.63%, 5-year 11.01%, 10-year 12.13%.

HQIVX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

HQIVX vs another fund shows side-by-side returns. HQIVX alternatives are available in the Mutual Fund Screener.