QRSVX Mutual Fund

NAV$53.70

Returns Overview

1 Month
+0.09%
3 Months
+8.03%
6 Months
+20.76%
YTD
+26.74%
1 Year
+36.01%
3 Years (annualized)
+20.79%
5 Years (annualized)
+13.09%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRSVX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.74%
Peer Avg (YTD)
+18.52%
vs Peers
+8.22%

QRSVX Mutual Fund Performance

QRSVX performance across multiple time periods: 1-month 0.09%, YTD 26.74%, 1-year 36.01%, 3-year 20.79%, 5-year 13.09%, 10-year 12.35%.

QRSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

QRSVX performance comparison shows side-by-side returns with another fund. QRSVX alternatives are available in the Mutual Fund Screener.