QDVSX Mutual Fund

QDVSX Mutual Fund

NAV$21.65
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Returns Overview

1 Month
+1.97%
3 Months
+5.41%
6 Months
+7.87%
YTD
+10.80%
1 Year
+27.79%
3 Years (annualized)
+21.39%
5 Years (annualized)
+12.47%

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)
+10.80%
Peer Avg (YTD)
+6.23%
vs Peers
+4.56%

QDVSX Mutual Fund Performance

QDVSX performance across multiple time periods: 1-month 1.97%, YTD 10.80%, 1-year 27.79%, 3-year 21.39%, 5-year 12.47%.

QDVSX returns outperform the peer average of 6.23% 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.