CQTRX Mutual Fund

CQTRX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
-0.76%
3 Months
+0.38%
6 Months
+2.17%
YTD
+2.40%
1 Year
+7.43%
3 Years (annualized)
+9.85%
5 Years (annualized)
+4.27%
10 Years (annualized)
+7.34%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.40%
Peer Avg (YTD)
+5.79%
vs Peers
-3.40%

CQTRX Mutual Fund Performance

CQTRX performance across multiple time periods: 1-month -0.76%, YTD 2.40%, 1-year 7.43%, 3-year 9.85%, 5-year 4.27%, 10-year 7.34%.

CQTRX returns trail the peer average of 5.79% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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