NQVRX Mutual Fund

NQVRX Mutual Fund

NAV$73.98
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Returns Overview

1 Month
+3.26%
3 Months
-1.69%
6 Months
+3.13%
YTD
+14.50%
1 Year
+19.87%
3 Years (annualized)
+22.02%
5 Years (annualized)
+13.41%
10 Years (annualized)
+13.22%

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)
+14.50%
Peer Avg (YTD)
+8.01%
vs Peers
+6.49%

NQVRX Mutual Fund Performance

NQVRX performance across multiple time periods: 1-month 3.26%, YTD 14.50%, 1-year 19.87%, 3-year 22.02%, 5-year 13.41%, 10-year 13.22%.

NQVRX returns outperform the peer average of 8.01% 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.