QRVLX Mutual Fund

QRVLX Mutual Fund

NAV$35.05
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Returns Overview

1 Month
-0.74%
3 Months
-2.08%
6 Months
+2.08%
YTD
+8.35%
1 Year
+6.68%
3 Years (annualized)
+15.96%
5 Years (annualized)
+8.25%
10 Years (annualized)
+11.49%

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
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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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+12.44%
vs Peers
-4.09%

QRVLX Mutual Fund Performance

QRVLX performance across multiple time periods: 1-month -0.74%, YTD 8.35%, 1-year 6.68%, 3-year 15.96%, 5-year 8.25%, 10-year 11.49%.

QRVLX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.75%, 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.