TQCAX Mutual Fund

TQCAX Mutual Fund

NAV$22.54
See how much of TQCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.80%
3 Months
+5.61%
6 Months
+8.74%
YTD
+12.31%
1 Year
+21.57%
3 Years (annualized)
+15.14%
5 Years (annualized)
+10.52%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQCAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.31%
Peer Avg (YTD)
+11.41%
vs Peers
+0.90%

TQCAX Mutual Fund Performance

TQCAX performance across multiple time periods: 1-month 1.80%, YTD 12.31%, 1-year 21.57%, 3-year 15.14%, 5-year 10.52%, 10-year 8.55%.

TQCAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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