TQVIX Mutual Fund

TQVIX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
-2.55%
3 Months
+3.97%
6 Months
+17.46%
YTD
+18.07%
1 Year
+23.41%
3 Years (annualized)
+20.21%
5 Years (annualized)
+13.06%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQVIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.07%
Peer Avg (YTD)
+10.00%
vs Peers
+8.08%

TQVIX Mutual Fund Performance

TQVIX performance across multiple time periods: 1-month -2.55%, YTD 18.07%, 1-year 23.41%, 3-year 20.21%, 5-year 13.06%, 10-year 12.44%.

TQVIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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