QRVLX Mutual Fund

QRVLX Mutual Fund

NAV$35.78
See how much of QRVLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.48%
3 Months
+4.26%
6 Months
+8.72%
YTD
+10.65%
1 Year
+12.09%
3 Years (annualized)
+13.99%
5 Years (annualized)
+9.40%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRVLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+10.65%
Peer Avg (YTD)
+11.41%
vs Peers
-0.76%

QRVLX Mutual Fund Performance

QRVLX performance across multiple time periods: 1-month -0.48%, YTD 10.65%, 1-year 12.09%, 3-year 13.99%, 5-year 9.40%, 10-year 11.46%.

QRVLX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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