QCEQRX Mutual Fund

QCEQRX Mutual Fund

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Returns Overview

1 Month
+2.70%
3 Months
+1.60%
6 Months
+12.17%
YTD
+12.63%
1 Year
+19.96%
3 Years (annualized)
+20.12%
5 Years (annualized)
+11.40%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCEQRX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.63%
Peer Avg (YTD)
+11.21%
vs Peers
+1.42%

QCEQRX Mutual Fund Performance

QCEQRX performance across multiple time periods: 1-month 2.70%, YTD 12.63%, 1-year 19.96%, 3-year 20.12%, 5-year 11.40%, 10-year 14.10%.

QCEQRX returns outperform the peer average of 11.21% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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