QRLVX

Mutual fund

$41.76 -$0.08 (-0.19%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $34.28High $42.67

Has QRLVX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QRLVX returned +28.3%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
QRLVX
+28.3%
S&P 500
+17.3%
Largest decline 
QRLVX
6.2%
S&P 500
8.9%
Risk-adjusted return 
QRLVX
2.06
S&P 500
1.09
Downside risk-adjusted return 
QRLVX
3.32
S&P 500
1.66

Oct 16, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodQRLVXS&P 500
1 month +1.6% +0.6%
3 months +2.6% +3.4%
Year to date +20.7% +13.3%
1 year +28.3% +17.3%
3 years (annualized) +24.7% +23.1%

Volatility (1-year, annualized): 11.6% · Largest decline (max drawdown, since Oct 2021): 22.0%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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