QCEQRX Mutual Fund

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Returns Overview

1 Month
-0.98%
3 Months
+15.09%
6 Months
+10.01%
YTD
+9.77%
1 Year
+21.91%
3 Years (annualized)
+19.72%
5 Years (annualized)
+11.81%

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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+9.51%
vs Peers
+0.27%

QCEQRX Mutual Fund Performance

QCEQRX performance across multiple time periods: 1-month -0.98%, YTD 9.77%, 1-year 21.91%, 3-year 19.72%, 5-year 11.81%.

QCEQRX returns outperform the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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