HQIVX Mutual Fund

NAV$23.11

Returns Overview

1 Month
+0.13%
3 Months
+6.04%
6 Months
+6.91%
YTD
+6.29%
1 Year
+26.72%
3 Years (annualized)
+14.18%
5 Years (annualized)
+10.51%
10 Years (annualized)
+11.37%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.29%
Peer Avg (YTD)
+9.49%
vs Peers
-3.20%

HQIVX Mutual Fund Performance

HQIVX performance across multiple time periods: 1-month 0.13%, YTD 6.29%, 1-year 26.72%, 3-year 14.18%, 5-year 10.51%, 10-year 11.37%.

HQIVX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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