QRLVX Mutual Fund

QRLVX Mutual Fund

NAV$41.41
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Returns Overview

1 Month
-4.19%
3 Months
+2.05%
6 Months
+14.96%
YTD
+15.55%
1 Year
+21.54%
3 Years (annualized)
+23.19%
5 Years (annualized)
+14.43%
10 Years (annualized)
+12.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRLVX 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)
+15.55%
Peer Avg (YTD)
+10.00%
vs Peers
+5.56%

QRLVX Mutual Fund Performance

QRLVX performance across multiple time periods: 1-month -4.19%, YTD 15.55%, 1-year 21.54%, 3-year 23.19%, 5-year 14.43%, 10-year 12.96%.

QRLVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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