QFVIX Mutual Fund

QFVIX Mutual Fund

NAV$32.57
See how much of QFVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.99%
3 Months
+1.09%
6 Months
+13.32%
YTD
+18.20%
1 Year
+27.71%
3 Years (annualized)
+21.66%
5 Years (annualized)
+11.93%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QFVIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+18.20%
Peer Avg (YTD)
+9.88%
vs Peers
+8.32%

QFVIX Mutual Fund Performance

QFVIX performance across multiple time periods: 1-month -3.99%, YTD 18.20%, 1-year 27.71%, 3-year 21.66%, 5-year 11.93%, 10-year 10.35%.

QFVIX returns outperform the peer average of 9.88% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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