CQTRX Mutual Fund

NAV$18.58

Returns Overview

1 Month
-0.16%
3 Months
+4.82%
6 Months
+3.18%
YTD
+3.18%
1 Year
+9.19%
3 Years (annualized)
+10.42%
5 Years (annualized)
+4.61%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CQTRX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.18%
Peer Avg (YTD)
+5.93%
vs Peers
-2.75%

CQTRX Mutual Fund Performance

CQTRX performance across multiple time periods: 1-month -0.16%, YTD 3.18%, 1-year 9.19%, 3-year 10.42%, 5-year 4.61%, 10-year 7.56%.

CQTRX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

CQTRX performance comparison shows side-by-side returns with another fund. CQTRX alternatives are available in the Mutual Fund Screener.