QCGAX Mutual Fund

QCGAX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
-3.91%
3 Months
-4.74%
6 Months
+6.53%
YTD
+9.44%
1 Year
+14.15%
3 Years (annualized)
+7.84%
5 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCGAX 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
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🏦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
S&P Composite 1500 Total Return Index(^SPCTRI)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+9.54%
vs Peers
-0.10%

QCGAX Mutual Fund Performance

QCGAX performance across multiple time periods: 1-month -3.91%, YTD 9.44%, 1-year 14.15%, 3-year 7.84%, 5-year 6.55%.

QCGAX returns trail the peer average of 9.54% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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