QCERX Mutual Fund

QCERX Mutual Fund

NAV$24.96
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Returns Overview

1 Month
+3.94%
3 Months
+5.66%
6 Months
+18.65%
YTD
+22.64%
1 Year
+32.91%
3 Years (annualized)
+26.25%
5 Years (annualized)
+15.87%
10 Years (annualized)
+15.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCERX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+22.64%
Peer Avg (YTD)
+11.21%
vs Peers
+11.43%

QCERX Mutual Fund Performance

QCERX performance across multiple time periods: 1-month 3.94%, YTD 22.64%, 1-year 32.91%, 3-year 26.25%, 5-year 15.87%, 10-year 15.63%.

QCERX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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