QWVOX Mutual Fund

QWVOX Mutual Fund

NAV$23.63
See how much of QWVOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.73%
3 Months
+6.66%
6 Months
+10.20%
YTD
+14.10%
1 Year
+22.25%
3 Years (annualized)
+11.26%
5 Years (annualized)
+3.67%
10 Years (annualized)
+8.08%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.10%
Peer Avg (YTD)
+15.31%
vs Peers
-1.21%

QWVOX Mutual Fund Performance

QWVOX performance across multiple time periods: 1-month -1.73%, YTD 14.10%, 1-year 22.25%, 3-year 11.26%, 5-year 3.67%, 10-year 8.08%.

QWVOX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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