QWVPX Mutual Fund

QWVPX Mutual Fund

NAV$114.64
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Returns Overview

1 Month
-0.77%
3 Months
+1.43%
6 Months
+6.15%
YTD
+12.24%
1 Year
+13.47%
3 Years (annualized)
+24.43%
5 Years (annualized)
+12.74%
10 Years (annualized)
+15.73%

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)
+12.24%
Peer Avg (YTD)
+9.28%
vs Peers
+2.97%

QWVPX Mutual Fund Performance

QWVPX performance across multiple time periods: 1-month -0.77%, YTD 12.24%, 1-year 13.47%, 3-year 24.43%, 5-year 12.74%, 10-year 15.73%.

QWVPX returns outperform the peer average of 9.28% 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.