CQTRX Mutual Fund

CQTRX Mutual Fund

NAV$18.27
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Returns Overview

1 Month
-2.16%
3 Months
-1.68%
6 Months
+3.05%
YTD
+1.44%
1 Year
+2.98%
3 Years (annualized)
+10.71%
5 Years (annualized)
+4.50%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CQTRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+5.22%
vs Peers
-3.78%

CQTRX Mutual Fund Performance

CQTRX performance across multiple time periods: 1-month -2.16%, YTD 1.44%, 1-year 2.98%, 3-year 10.71%, 5-year 4.50%, 10-year 7.70%.

CQTRX returns trail the peer average of 5.22% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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