NQCAX Mutual Fund

NQCAX Mutual Fund

NAV$6.77
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Returns Overview

1 Month
+1.83%
3 Months
+5.85%
6 Months
+15.15%
YTD
+20.98%
1 Year
+33.73%
3 Years (annualized)
+22.02%
5 Years (annualized)
+14.20%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQCAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.98%
Peer Avg (YTD)
+11.41%
vs Peers
+9.57%

NQCAX Mutual Fund Performance

NQCAX performance across multiple time periods: 1-month 1.83%, YTD 20.98%, 1-year 33.73%, 3-year 22.02%, 5-year 14.20%, 10-year 12.27%.

NQCAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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