QFVRX Mutual Fund

QFVRX Mutual Fund

NAV$34.85
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Returns Overview

1 Month
+4.01%
3 Months
+7.58%
6 Months
+12.68%
YTD
+21.67%
1 Year
+39.14%
3 Years (annualized)
+19.37%
5 Years (annualized)
+10.79%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QFVRX 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)
+21.67%
Peer Avg (YTD)
+11.12%
vs Peers
+10.55%

QFVRX Mutual Fund Performance

QFVRX performance across multiple time periods: 1-month 4.01%, YTD 21.67%, 1-year 39.14%, 3-year 19.37%, 5-year 10.79%, 10-year 9.83%.

QFVRX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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