QDVPAX Mutual Fund

QDVPAX Mutual Fund

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Returns Overview

1 Month
+0.43%
3 Months
+11.78%
6 Months
+11.96%
YTD
+10.90%
1 Year
+27.73%
3 Years (annualized)
+21.57%
5 Years (annualized)
+4.26%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDVPAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+9.49%
vs Peers
+1.41%

QDVPAX Mutual Fund Performance

QDVPAX performance across multiple time periods: 1-month 0.43%, YTD 10.90%, 1-year 27.73%, 3-year 21.57%, 5-year 4.26%, 10-year 10.06%.

QDVPAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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