QRVLX Mutual Fund

NAV$32.44

Returns Overview

1 Month
+0.46%
3 Months
+1.42%
6 Months
+2.91%
YTD
+2.24%
1 Year
+6.58%
3 Years
+13.02%
5 Years
+10.86%
10 Years
+11.62%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would QRVLX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+5.12%
vs Peers
-2.87%

QRVLX Mutual Fund Performance

QRVLX performance across multiple time periods: 1-month 0.46%, YTD 2.24%, 1-year 6.58%, 3-year 13.02%, 5-year 10.86%, 10-year 11.62%.

QRVLX returns trail the peer average of 5.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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