QCEQRX Mutual Fund

QCEQRX Mutual Fund

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Returns Overview

1 Month
-0.09%
3 Months
+4.10%
6 Months
+8.37%
YTD
+9.68%
1 Year
+19.15%
3 Years (annualized)
+18.32%
5 Years (annualized)
+11.43%
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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+9.41%
vs Peers
+0.26%

QCEQRX Mutual Fund Performance

QCEQRX performance across multiple time periods: 1-month -0.09%, YTD 9.68%, 1-year 19.15%, 3-year 18.32%, 5-year 11.43%, 10-year 14.10%.

QCEQRX returns outperform the peer average of 9.41% 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.