NQCRX Mutual Fund

NQCRX Mutual Fund

NAV$6.85
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Returns Overview

1 Month
+1.80%
3 Months
+5.95%
6 Months
+15.33%
YTD
+21.11%
1 Year
+34.03%
3 Years (annualized)
+22.37%
5 Years (annualized)
+14.54%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQCRX 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)
+21.11%
Peer Avg (YTD)
+11.41%
vs Peers
+9.70%

NQCRX Mutual Fund Performance

NQCRX performance across multiple time periods: 1-month 1.80%, YTD 21.11%, 1-year 34.03%, 3-year 22.37%, 5-year 14.54%, 10-year 12.44%.

NQCRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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