QWVOX Mutual Fund

QWVOX Mutual Fund

NAV$22.48
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Returns Overview

1 Month
-5.25%
3 Months
-5.98%
6 Months
+12.79%
YTD
+9.17%
1 Year
+8.56%
3 Years (annualized)
+12.95%
5 Years (annualized)
+3.75%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QWVOX 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
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📉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 Index(^RUT)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+10.34%
vs Peers
-1.17%

QWVOX Mutual Fund Performance

QWVOX performance across multiple time periods: 1-month -5.25%, YTD 9.17%, 1-year 8.56%, 3-year 12.95%, 5-year 3.75%, 10-year 7.98%.

QWVOX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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