QRLVX Mutual Fund

QRLVX Mutual Fund

NAV$43.02
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Returns Overview

1 Month
+5.29%
3 Months
+2.27%
6 Months
+12.77%
YTD
+21.67%
1 Year
+27.93%
3 Years (annualized)
+26.59%
5 Years (annualized)
+14.65%
10 Years (annualized)
+12.96%

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)
+21.67%
Peer Avg (YTD)
+12.44%
vs Peers
+9.23%

QRLVX Mutual Fund Performance

QRLVX performance across multiple time periods: 1-month 5.29%, YTD 21.67%, 1-year 27.93%, 3-year 26.59%, 5-year 14.65%, 10-year 12.96%.

QRLVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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