QFVIX Mutual Fund

QFVIX Mutual Fund

NAV$32.85
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Returns Overview

1 Month
-2.36%
3 Months
-5.06%
6 Months
+2.10%
YTD
+15.41%
1 Year
+22.97%
3 Years (annualized)
+21.51%
5 Years (annualized)
+10.86%
10 Years (annualized)
+9.46%

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)
+15.41%
Peer Avg (YTD)
+10.38%
vs Peers
+5.03%

QFVIX Mutual Fund Performance

QFVIX performance across multiple time periods: 1-month -2.36%, YTD 15.41%, 1-year 22.97%, 3-year 21.51%, 5-year 10.86%, 10-year 9.46%.

QFVIX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.08%, 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.