TQMVX Mutual Fund

TQMVX Mutual Fund

NAV$23.61
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Returns Overview

1 Month
+3.85%
3 Months
+2.84%
6 Months
+12.73%
YTD
+23.54%
1 Year
+27.30%
3 Years (annualized)
+22.79%
5 Years (annualized)
+12.88%
10 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQMVX 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 Value Index(RLV)
This Mutual Fund (YTD)
+23.54%
Peer Avg (YTD)
+14.61%
vs Peers
+8.92%

TQMVX Mutual Fund Performance

TQMVX performance across multiple time periods: 1-month 3.85%, YTD 23.54%, 1-year 27.30%, 3-year 22.79%, 5-year 12.88%, 10-year 12.43%.

TQMVX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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