QCVAX Mutual Fund

QCVAX Mutual Fund

NAV$25.10
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Returns Overview

1 Month
+0.71%
3 Months
+14.55%
6 Months
+14.37%
YTD
+13.62%
1 Year
+17.24%
3 Years (annualized)
+15.32%
5 Years (annualized)
+7.38%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCVAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+13.62%
Peer Avg (YTD)
+9.16%
vs Peers
+4.45%

QCVAX Mutual Fund Performance

QCVAX performance across multiple time periods: 1-month 0.71%, YTD 13.62%, 1-year 17.24%, 3-year 15.32%, 5-year 7.38%, 10-year 11.02%.

QCVAX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

QCVAX performance comparison shows side-by-side returns with another fund. QCVAX alternatives are available in the Mutual Fund Screener.