QVGIX Mutual Fund

QVGIX Mutual Fund

NAV$22.19
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Returns Overview

1 Month
+0.77%
3 Months
+0.45%
6 Months
+2.30%
YTD
+7.97%
1 Year
+10.07%
3 Years (annualized)
+13.57%
5 Years (annualized)
+4.52%
10 Years (annualized)
+6.81%

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
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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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+5.30%
vs Peers
+2.67%

QVGIX Mutual Fund Performance

QVGIX performance across multiple time periods: 1-month 0.77%, YTD 7.97%, 1-year 10.07%, 3-year 13.57%, 5-year 4.52%, 10-year 6.81%.

QVGIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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