QCLVX Mutual Fund

QCLVX Mutual Fund

NAV$41.08
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Returns Overview

1 Month
+1.35%
3 Months
+9.12%
6 Months
+14.83%
YTD
+20.33%
1 Year
+27.55%
3 Years (annualized)
+23.04%
5 Years (annualized)
+14.18%
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)
+20.33%
Peer Avg (YTD)
+12.44%
vs Peers
+7.89%

QCLVX Mutual Fund Performance

QCLVX performance across multiple time periods: 1-month 1.35%, YTD 20.33%, 1-year 27.55%, 3-year 23.04%, 5-year 14.18%, 10-year 12.58%.

QCLVX returns outperform the peer average of 12.44% 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.