QFVRX Mutual Fund

NAV$34.41

Returns Overview

1 Month
-2.13%
3 Months
+12.15%
6 Months
+16.98%
YTD
+16.98%
1 Year
+36.06%
3 Years (annualized)
+20.77%
5 Years (annualized)
+9.81%

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
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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+16.98%
Peer Avg (YTD)
+8.71%
vs Peers
+8.26%

QFVRX Mutual Fund Performance

QFVRX performance across multiple time periods: 1-month -2.13%, YTD 16.98%, 1-year 36.06%, 3-year 20.77%, 5-year 9.81%.

QFVRX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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