QCERX Mutual Fund

QCERX Mutual Fund

NAV$24.12
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Returns Overview

1 Month
-0.29%
3 Months
+2.56%
6 Months
+10.62%
YTD
+21.01%
1 Year
+24.57%
3 Years (annualized)
+28.36%
5 Years (annualized)
+15.32%
10 Years (annualized)
+15.56%

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)
+21.01%
Peer Avg (YTD)
+9.28%
vs Peers
+11.73%

QCERX Mutual Fund Performance

QCERX performance across multiple time periods: 1-month -0.29%, YTD 21.01%, 1-year 24.57%, 3-year 28.36%, 5-year 15.32%, 10-year 15.56%.

QCERX returns outperform the peer average of 9.28% 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.