QWVOX Mutual Fund

QWVOX Mutual Fund

NAV$24.08
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Returns Overview

1 Month
+6.55%
3 Months
+19.96%
6 Months
+16.46%
YTD
+16.11%
1 Year
+25.27%
3 Years (annualized)
+13.84%
5 Years (annualized)
+3.78%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QWVOX 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
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📉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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.11%
Peer Avg (YTD)
+18.52%
vs Peers
-2.41%

QWVOX Mutual Fund Performance

QWVOX performance across multiple time periods: 1-month 6.55%, YTD 16.11%, 1-year 25.27%, 3-year 13.84%, 5-year 3.78%, 10-year 8.80%.

QWVOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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