QRLVX Mutual Fund

QRLVX Mutual Fund

NAV$42.31
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Returns Overview

1 Month
+2.55%
3 Months
+12.65%
6 Months
+14.01%
YTD
+13.23%
1 Year
+24.36%
3 Years (annualized)
+21.40%
5 Years (annualized)
+13.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRLVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.23%
Peer Avg (YTD)
+9.49%
vs Peers
+3.74%

QRLVX Mutual Fund Performance

QRLVX performance across multiple time periods: 1-month 2.55%, YTD 13.23%, 1-year 24.36%, 3-year 21.40%, 5-year 13.63%.

QRLVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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