QRSVX Mutual Fund

QRSVX Mutual Fund

NAV$53.47
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Returns Overview

1 Month
+4.69%
3 Months
-2.64%
6 Months
+4.81%
YTD
+22.85%
1 Year
+25.29%
3 Years (annualized)
+21.99%
5 Years (annualized)
+11.46%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRSVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.85%
Peer Avg (YTD)
+12.21%
vs Peers
+10.64%

QRSVX Mutual Fund Performance

QRSVX performance across multiple time periods: 1-month 4.69%, YTD 22.85%, 1-year 25.29%, 3-year 21.99%, 5-year 11.46%, 10-year 9.23%.

QRSVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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