TQVAX Mutual Fund

TQVAX Mutual Fund

NAV$23.13
See how much of TQVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.89%
3 Months
+9.55%
6 Months
+15.74%
YTD
+19.96%
1 Year
+30.51%
3 Years (annualized)
+18.05%
5 Years (annualized)
+12.61%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQVAX 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 Value Index(RLV)
This Mutual Fund (YTD)
+19.96%
Peer Avg (YTD)
+11.41%
vs Peers
+8.55%

TQVAX Mutual Fund Performance

TQVAX performance across multiple time periods: 1-month 4.89%, YTD 19.96%, 1-year 30.51%, 3-year 18.05%, 5-year 12.61%, 10-year 11.80%.

TQVAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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