QCLVX Mutual Fund

QCLVX Mutual Fund

NAV$42.22
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Returns Overview

1 Month
+5.02%
3 Months
+10.18%
6 Months
+15.39%
YTD
+18.72%
1 Year
+28.47%
3 Years (annualized)
+21.27%
5 Years (annualized)
+14.10%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCLVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.72%
Peer Avg (YTD)
+11.41%
vs Peers
+7.31%

QCLVX Mutual Fund Performance

QCLVX performance across multiple time periods: 1-month 5.02%, YTD 18.72%, 1-year 28.47%, 3-year 21.27%, 5-year 14.10%, 10-year 12.58%.

QCLVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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