NQVRX Mutual Fund

NQVRX Mutual Fund

NAV$73.01
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Returns Overview

1 Month
-4.52%
3 Months
-3.50%
6 Months
+8.80%
YTD
+10.88%
1 Year
+17.87%
3 Years (annualized)
+19.91%
5 Years (annualized)
+13.89%
10 Years (annualized)
+13.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQVRX 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)
+10.88%
Peer Avg (YTD)
+6.72%
vs Peers
+4.16%

NQVRX Mutual Fund Performance

NQVRX performance across multiple time periods: 1-month -4.52%, YTD 10.88%, 1-year 17.87%, 3-year 19.91%, 5-year 13.89%, 10-year 13.09%.

NQVRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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