NQVAX Mutual Fund

NQVAX Mutual Fund

NAV$74.90
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Returns Overview

1 Month
+2.11%
3 Months
+12.69%
6 Months
+16.05%
YTD
+14.77%
1 Year
+30.43%
3 Years (annualized)
+19.56%
5 Years (annualized)
+13.51%
10 Years (annualized)
+13.35%

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
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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 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.77%
Peer Avg (YTD)
+10.82%
vs Peers
+3.96%

NQVAX Mutual Fund Performance

NQVAX performance across multiple time periods: 1-month 2.11%, YTD 14.77%, 1-year 30.43%, 3-year 19.56%, 5-year 13.51%, 10-year 13.35%.

NQVAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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