TQVAX Mutual Fund

TQVAX Mutual Fund

NAV$23.29
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Returns Overview

1 Month
+1.79%
3 Months
+12.87%
6 Months
+14.36%
YTD
+13.34%
1 Year
+25.39%
3 Years (annualized)
+17.59%
5 Years (annualized)
+11.56%
10 Years (annualized)
+11.32%

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
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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)
+13.34%
Peer Avg (YTD)
+9.49%
vs Peers
+3.85%

TQVAX Mutual Fund Performance

TQVAX performance across multiple time periods: 1-month 1.79%, YTD 13.34%, 1-year 25.39%, 3-year 17.59%, 5-year 11.56%, 10-year 11.32%.

TQVAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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