QDVSX Mutual Fund

QDVSX Mutual Fund

NAV$21.00
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Returns Overview

1 Month
-2.27%
3 Months
+1.25%
6 Months
+13.39%
YTD
+10.02%
1 Year
+17.87%
3 Years (annualized)
+21.39%
5 Years (annualized)
+13.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDVSX 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 Investable Markets Index
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+8.68%
vs Peers
+1.34%

QDVSX Mutual Fund Performance

QDVSX performance across multiple time periods: 1-month -2.27%, YTD 10.02%, 1-year 17.87%, 3-year 21.39%, 5-year 13.43%.

QDVSX returns outperform the peer average of 8.68% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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