TQCAX Mutual Fund

TQCAX Mutual Fund

NAV$22.15
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Returns Overview

1 Month
-3.76%
3 Months
+0.06%
6 Months
+10.61%
YTD
+10.39%
1 Year
+13.78%
3 Years (annualized)
+17.11%
5 Years (annualized)
+10.60%
10 Years (annualized)
+5.60%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+10.00%
vs Peers
+0.39%

TQCAX Mutual Fund Performance

TQCAX performance across multiple time periods: 1-month -3.76%, YTD 10.39%, 1-year 13.78%, 3-year 17.11%, 5-year 10.60%, 10-year 5.60%.

TQCAX returns outperform the peer average of 10.00% 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.