QWVPX Mutual Fund

QWVPX Mutual Fund

NAV$117.20
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Returns Overview

1 Month
-0.20%
3 Months
+15.26%
6 Months
+11.15%
YTD
+10.78%
1 Year
+23.97%
3 Years (annualized)
+21.91%
5 Years (annualized)
+13.86%
10 Years (annualized)
+15.83%

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
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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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+9.51%
vs Peers
+1.27%

QWVPX Mutual Fund Performance

QWVPX performance across multiple time periods: 1-month -0.20%, YTD 10.78%, 1-year 23.97%, 3-year 21.91%, 5-year 13.86%, 10-year 15.83%.

QWVPX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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