NQVCX Mutual Fund

NQVCX Mutual Fund

NAV$67.74
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Returns Overview

1 Month
+1.28%
3 Months
+4.65%
6 Months
+12.14%
YTD
+17.10%
1 Year
+28.22%
3 Years (annualized)
+17.94%
5 Years (annualized)
+13.08%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQVCX 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)
+17.10%
Peer Avg (YTD)
+9.54%
vs Peers
+7.56%

NQVCX Mutual Fund Performance

NQVCX performance across multiple time periods: 1-month 1.28%, YTD 17.10%, 1-year 28.22%, 3-year 17.94%, 5-year 13.08%, 10-year 12.16%.

NQVCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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