QWVQX Mutual Fund

QWVQX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
+3.53%
3 Months
-1.41%
6 Months
-1.66%
YTD
-0.21%
1 Year
+0.20%
3 Years (annualized)
+5.62%
5 Years (annualized)
-0.16%
10 Years (annualized)
-0.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QWVQX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Municipal Bond 5 Year (4-6) Index(^BMUB5Y)
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
-0.87%
vs Peers
+0.66%

QWVQX Mutual Fund Performance

QWVQX performance across multiple time periods: 1-month 3.53%, YTD -0.21%, 1-year 0.20%, 3-year 5.62%, 5-year -0.16%, 10-year -0.06%.

QWVQX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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