QTMCVX Mutual Fund

QTMCVX Mutual Fund

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Returns Overview

1 Month
-4.87%
3 Months
-6.16%
YTD
+11.55%
1 Year
+16.55%
3 Years (annualized)
+13.56%
5 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QTMCVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.55%
Peer Avg (YTD)
+6.73%
vs Peers
+4.82%

QTMCVX Mutual Fund Performance

QTMCVX performance across multiple time periods: 1-month -4.87%, YTD 11.55%, 1-year 16.55%, 3-year 13.56%, 5-year 10.79%.

QTMCVX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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