NQCAX Mutual Fund

NQCAX Mutual Fund

NAV$6.41
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Returns Overview

1 Month
+0.45%
3 Months
+4.67%
6 Months
+11.81%
YTD
+21.52%
1 Year
+29.03%
3 Years (annualized)
+22.99%
5 Years (annualized)
+14.46%
10 Years (annualized)
+12.35%

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
PROUpgrade to run
🏦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)
+21.52%
Peer Avg (YTD)
+12.44%
vs Peers
+9.08%

NQCAX Mutual Fund Performance

NQCAX performance across multiple time periods: 1-month 0.45%, YTD 21.52%, 1-year 29.03%, 3-year 22.99%, 5-year 14.46%, 10-year 12.35%.

NQCAX returns outperform the peer average of 12.44% 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.