QWVOX

Mutual fund

$22.33 +$0.09 (+0.40%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $18.97High $24.38

Has QWVOX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QWVOX returned +11.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
QWVOX
+11.3%
S&P 500
+16.6%
Largest decline 
QWVOX
12.4%
S&P 500
8.9%
Risk-adjusted return 
QWVOX
0.49
S&P 500
0.97
Downside risk-adjusted return 
QWVOX
0.73
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodQWVOXS&P 500
1 month -1.5% +0.6%
3 months -5.0% +3.4%
Year to date +9.2% +13.3%
1 year +11.3% +16.6%
3 years (annualized) +14.3% +23.1%

Volatility (1-year, annualized): 16.9% · Largest decline (max drawdown, since Oct 2021): 34.6%

How are your investments doing?

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