NQCFX Mutual Fund

NAV$34.75

Returns Overview

1 Month
+6.80%
3 Months
+25.18%
6 Months
+23.73%
YTD
+22.62%
1 Year
+30.34%
3 Years (annualized)
+20.05%
5 Years (annualized)
+11.57%
10 Years (annualized)
+14.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQCFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.62%
Peer Avg (YTD)
+8.97%
vs Peers
+13.64%

NQCFX Mutual Fund Performance

NQCFX performance across multiple time periods: 1-month 6.80%, YTD 22.62%, 1-year 30.34%, 3-year 20.05%, 5-year 11.57%, 10-year 14.71%.

NQCFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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