HQIVX Mutual Fund

HQIVX Mutual Fund

NAV$22.64
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Returns Overview

1 Month
-4.20%
3 Months
+0.89%
6 Months
+6.99%
YTD
+7.23%
1 Year
+22.69%
3 Years (annualized)
+14.20%
5 Years (annualized)
+9.91%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQIVX 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)
+7.23%
Peer Avg (YTD)
+10.00%
vs Peers
-2.76%

HQIVX Mutual Fund Performance

HQIVX performance across multiple time periods: 1-month -4.20%, YTD 7.23%, 1-year 22.69%, 3-year 14.20%, 5-year 9.91%, 10-year 11.15%.

HQIVX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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