TQMVX Mutual Fund

TQMVX Mutual Fund

NAV$22.90
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Returns Overview

1 Month
-2.57%
3 Months
+3.91%
6 Months
+17.27%
YTD
+17.89%
1 Year
+23.16%
3 Years (annualized)
+21.31%
5 Years (annualized)
+13.59%
10 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQMVX 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 Value Index(RLV)
This Mutual Fund (YTD)
+17.89%
Peer Avg (YTD)
+10.00%
vs Peers
+7.89%

TQMVX Mutual Fund Performance

TQMVX performance across multiple time periods: 1-month -2.57%, YTD 17.89%, 1-year 23.16%, 3-year 21.31%, 5-year 13.59%, 10-year 12.32%.

TQMVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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