QFVIX Mutual Fund

QFVIX Mutual Fund

NAV$34.77
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Returns Overview

1 Month
+3.96%
3 Months
+7.54%
6 Months
+12.61%
YTD
+21.56%
1 Year
+38.94%
3 Years (annualized)
+19.22%
5 Years (annualized)
+10.09%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QFVIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+21.56%
Peer Avg (YTD)
+11.12%
vs Peers
+10.44%

QFVIX Mutual Fund Performance

QFVIX performance across multiple time periods: 1-month 3.96%, YTD 21.56%, 1-year 38.94%, 3-year 19.22%, 5-year 10.09%, 10-year 9.76%.

QFVIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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