HQIVX Mutual Fund

HQIVX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
+4.08%
3 Months
+5.17%
6 Months
+7.56%
YTD
+10.62%
1 Year
+20.27%
3 Years (annualized)
+12.72%
5 Years (annualized)
+11.08%
10 Years (annualized)
+11.56%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+11.41%
vs Peers
-0.79%

HQIVX Mutual Fund Performance

HQIVX performance across multiple time periods: 1-month 4.08%, YTD 10.62%, 1-year 20.27%, 3-year 12.72%, 5-year 11.08%, 10-year 11.56%.

HQIVX returns trail the peer average of 11.41% 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.