VQSRX Mutual Fund

VQSRX Mutual Fund

NAV$24.75
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Returns Overview

1 Month
+4.80%
3 Months
-4.19%
6 Months
-1.68%
YTD
+2.65%
1 Year
+5.43%
3 Years (annualized)
+9.68%
5 Years (annualized)
+0.14%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VQSRX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+12.21%
vs Peers
-9.56%

VQSRX Mutual Fund Performance

VQSRX performance across multiple time periods: 1-month 4.80%, YTD 2.65%, 1-year 5.43%, 3-year 9.68%, 5-year 0.14%, 10-year 8.24%.

VQSRX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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