NQCAX Mutual Fund

NAV$6.78

Returns Overview

1 Month
+2.34%
3 Months
+13.28%
6 Months
+18.81%
YTD
+17.53%
1 Year
+33.82%
3 Years (annualized)
+22.33%
5 Years (annualized)
+14.03%
10 Years (annualized)
+12.44%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.53%
Peer Avg (YTD)
+9.49%
vs Peers
+8.04%

NQCAX Mutual Fund Performance

NQCAX performance across multiple time periods: 1-month 2.34%, YTD 17.53%, 1-year 33.82%, 3-year 22.33%, 5-year 14.03%, 10-year 12.44%.

NQCAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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