QWVPX Mutual Fund

QWVPX Mutual Fund

NAV$118.27
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Returns Overview

1 Month
-0.79%
3 Months
+2.11%
6 Months
+17.70%
YTD
+13.12%
1 Year
+16.59%
3 Years (annualized)
+22.17%
5 Years (annualized)
+13.42%
10 Years (annualized)
+15.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QWVPX 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)
+13.12%
Peer Avg (YTD)
+9.98%
vs Peers
+3.14%

QWVPX Mutual Fund Performance

QWVPX performance across multiple time periods: 1-month -0.79%, YTD 13.12%, 1-year 16.59%, 3-year 22.17%, 5-year 13.42%, 10-year 15.74%.

QWVPX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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