NQVAX Mutual Fund

NQVAX Mutual Fund

NAV$72.99
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Returns Overview

1 Month
+3.23%
3 Months
-1.75%
6 Months
+3.01%
YTD
+14.27%
1 Year
+19.58%
3 Years (annualized)
+21.72%
5 Years (annualized)
+13.13%
10 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQVAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.27%
Peer Avg (YTD)
+8.01%
vs Peers
+6.26%

NQVAX Mutual Fund Performance

NQVAX performance across multiple time periods: 1-month 3.23%, YTD 14.27%, 1-year 19.58%, 3-year 21.72%, 5-year 13.13%, 10-year 12.93%.

NQVAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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