NQVCX Mutual Fund

NQVCX Mutual Fund

NAV$64.64
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Returns Overview

1 Month
-0.38%
3 Months
+2.95%
6 Months
+8.85%
YTD
+15.36%
1 Year
+22.85%
3 Years (annualized)
+18.71%
5 Years (annualized)
+12.76%
10 Years (annualized)
+11.96%

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)
+15.36%
Peer Avg (YTD)
+9.89%
vs Peers
+5.47%

NQVCX Mutual Fund Performance

NQVCX performance across multiple time periods: 1-month -0.38%, YTD 15.36%, 1-year 22.85%, 3-year 18.71%, 5-year 12.76%, 10-year 11.96%.

NQVCX returns outperform the peer average of 9.89% 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.