QWVQX Mutual Fund

QWVQX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-4.97%
3 Months
-6.89%
6 Months
-4.10%
YTD
-4.00%
1 Year
-2.33%
3 Years (annualized)
+4.59%
5 Years (annualized)
-0.19%
10 Years (annualized)
-0.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QWVQX 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
PROUpgrade to run
🏦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
Barclays Municipal Bond 5 Year (4-6) Index(^BMUB5Y)
This Mutual Fund (YTD)
-4.00%
Peer Avg (YTD)
-3.84%
vs Peers
-0.16%

QWVQX Mutual Fund Performance

QWVQX performance across multiple time periods: 1-month -4.97%, YTD -4.00%, 1-year -2.33%, 3-year 4.59%, 5-year -0.19%, 10-year -0.15%.

QWVQX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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