QRSVX Mutual Fund

QRSVX Mutual Fund

NAV$50.84
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Returns Overview

1 Month
-4.64%
3 Months
-7.62%
6 Months
+10.64%
YTD
+17.35%
1 Year
+16.93%
3 Years (annualized)
+18.77%
5 Years (annualized)
+12.06%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRSVX 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)
+17.35%
Peer Avg (YTD)
+10.34%
vs Peers
+7.00%

QRSVX Mutual Fund Performance

QRSVX performance across multiple time periods: 1-month -4.64%, YTD 17.35%, 1-year 16.93%, 3-year 18.77%, 5-year 12.06%, 10-year 11.67%.

QRSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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