NQVAX Mutual Fund

NQVAX Mutual Fund

NAV$74.49
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Returns Overview

1 Month
+1.34%
3 Months
+4.85%
6 Months
+12.56%
YTD
+17.60%
1 Year
+29.19%
3 Years (annualized)
+18.82%
5 Years (annualized)
+13.93%
10 Years (annualized)
+13.00%

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)
+17.60%
Peer Avg (YTD)
+9.54%
vs Peers
+8.06%

NQVAX Mutual Fund Performance

NQVAX performance across multiple time periods: 1-month 1.34%, YTD 17.60%, 1-year 29.19%, 3-year 18.82%, 5-year 13.93%, 10-year 13.00%.

NQVAX returns outperform the peer average of 9.54% 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.