NQVCX Mutual Fund

NQVCX Mutual Fund

NAV$68.73
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.04%
3 Months
+12.46%
6 Months
+15.62%
YTD
+14.34%
1 Year
+29.44%
3 Years (annualized)
+18.67%
5 Years (annualized)
+12.66%
10 Years (annualized)
+12.50%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.34%
Peer Avg (YTD)
+10.82%
vs Peers
+3.52%

NQVCX Mutual Fund Performance

NQVCX performance across multiple time periods: 1-month 2.04%, YTD 14.34%, 1-year 29.44%, 3-year 18.67%, 5-year 12.66%, 10-year 12.50%.

NQVCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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