QVGIX Mutual Fund

QVGIX Mutual Fund

NAV$22.58
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Returns Overview

1 Month
-0.31%
3 Months
+8.09%
6 Months
+8.46%
YTD
+7.82%
1 Year
+14.21%
3 Years (annualized)
+10.88%
5 Years (annualized)
+4.83%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QVGIX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+5.87%
vs Peers
+1.96%

QVGIX Mutual Fund Performance

QVGIX performance across multiple time periods: 1-month -0.31%, YTD 7.82%, 1-year 14.21%, 3-year 10.88%, 5-year 4.83%, 10-year 6.78%.

QVGIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

QVGIX performance comparison shows side-by-side returns with another fund. QVGIX alternatives are available in the Mutual Fund Screener.