QCBGX Mutual Fund

NAV$23.34
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Returns Overview

1 Month
-0.26%
3 Months
+8.09%
6 Months
+5.28%
YTD
+5.19%
1 Year
+11.50%
3 Years (annualized)
+16.19%
5 Years (annualized)
+8.67%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCBGX 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

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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)
+5.19%
Peer Avg (YTD)
+5.87%
vs Peers
-0.68%

QCBGX Mutual Fund Performance

QCBGX performance across multiple time periods: 1-month -0.26%, YTD 5.19%, 1-year 11.50%, 3-year 16.19%, 5-year 8.67%, 10-year 9.87%.

QCBGX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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