QCVAX Mutual Fund

QCVAX Mutual Fund

NAV$24.12
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Returns Overview

1 Month
-3.35%
3 Months
-1.71%
6 Months
+12.59%
YTD
+11.67%
1 Year
+12.23%
3 Years (annualized)
+16.35%
5 Years (annualized)
+6.96%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCVAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.67%
Peer Avg (YTD)
+7.86%
vs Peers
+3.81%

QCVAX Mutual Fund Performance

QCVAX performance across multiple time periods: 1-month -3.35%, YTD 11.67%, 1-year 12.23%, 3-year 16.35%, 5-year 6.96%, 10-year 10.72%.

QCVAX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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