QWVPX Mutual Fund

QWVPX Mutual Fund

NAV$116.90
See how much of QWVPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
+4.65%
6 Months
+9.28%
YTD
+10.66%
1 Year
+21.27%
3 Years (annualized)
+20.48%
5 Years (annualized)
+13.40%
10 Years (annualized)
+15.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QWVPX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+9.41%
vs Peers
+1.25%

QWVPX Mutual Fund Performance

QWVPX performance across multiple time periods: 1-month -0.11%, YTD 10.66%, 1-year 21.27%, 3-year 20.48%, 5-year 13.40%, 10-year 15.42%.

QWVPX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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