NQCRX Mutual Fund

NQCRX Mutual Fund

NAV$6.49
See how much of NQCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.59%
3 Months
+4.77%
6 Months
+12.01%
YTD
+21.82%
1 Year
+29.33%
3 Years (annualized)
+23.39%
5 Years (annualized)
+14.80%
10 Years (annualized)
+12.53%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+21.82%
Peer Avg (YTD)
+12.44%
vs Peers
+9.38%

NQCRX Mutual Fund Performance

NQCRX performance across multiple time periods: 1-month 0.59%, YTD 21.82%, 1-year 29.33%, 3-year 23.39%, 5-year 14.80%, 10-year 12.53%.

NQCRX returns outperform the peer average of 12.44% 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.