QVCIIX Mutual Fund

QVCIIX Mutual Fund

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Returns Overview

1 Month
-0.78%
3 Months
+2.13%
6 Months
+3.87%
YTD
+4.83%
1 Year
+11.11%
3 Years (annualized)
+10.98%
5 Years (annualized)
+5.60%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QVCIIX 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 Index(^RUI)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+3.39%
vs Peers
+1.44%

QVCIIX Mutual Fund Performance

QVCIIX performance across multiple time periods: 1-month -0.78%, YTD 4.83%, 1-year 11.11%, 3-year 10.98%, 5-year 5.60%, 10-year 7.33%.

QVCIIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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