QTLCVX Mutual Fund

QTLCVX Mutual Fund

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Returns Overview

3 Months
+5.47%
1 Year
+26.26%
3 Years (annualized)
+17.18%
5 Years (annualized)
+12.64%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QTLCVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)

QTLCVX Mutual Fund Performance

QTLCVX performance across multiple time periods: 1-year 26.26%, 3-year 17.18%, 5-year 12.64%, 10-year 12.97%.

QTLCVX returns can be compared against peers and benchmarks. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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