QCEQRX Mutual Fund

QCEQRX Mutual Fund

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Returns Overview

1 Month
-0.90%
3 Months
+1.40%
6 Months
+5.56%
YTD
+11.21%
1 Year
+11.73%
3 Years (annualized)
+22.73%
5 Years (annualized)
+10.69%
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)
+11.21%
Peer Avg (YTD)
+9.28%
vs Peers
+1.94%

QCEQRX Mutual Fund Performance

QCEQRX performance across multiple time periods: 1-month -0.90%, YTD 11.21%, 1-year 11.73%, 3-year 22.73%, 5-year 10.69%, 10-year 14.10%.

QCEQRX returns outperform the peer average of 9.28% 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.