QDVSX Mutual Fund

NAV$21.68

Returns Overview

1 Month
-0.19%
3 Months
+11.99%
6 Months
+9.63%
YTD
+8.66%
1 Year
+27.64%
3 Years (annualized)
+20.30%
5 Years (annualized)
+12.35%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Investable Markets Index
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+8.97%
vs Peers
-0.31%

QDVSX Mutual Fund Performance

QDVSX performance across multiple time periods: 1-month -0.19%, YTD 8.66%, 1-year 27.64%, 3-year 20.30%, 5-year 12.35%.

QDVSX returns trail the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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