QVCIIX Mutual Fund

QVCIIX Mutual Fund

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Returns Overview

1 Month
-1.55%
3 Months
-0.78%
6 Months
+7.45%
YTD
+4.83%
1 Year
+6.80%
3 Years (annualized)
+12.08%
5 Years (annualized)
+4.43%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QVCIIX 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 Index(^RUI)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+2.46%
vs Peers
+2.37%

QVCIIX Mutual Fund Performance

QVCIIX performance across multiple time periods: 1-month -1.55%, YTD 4.83%, 1-year 6.80%, 3-year 12.08%, 5-year 4.43%, 10-year 7.33%.

QVCIIX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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