NQCAX Mutual Fund

NQCAX Mutual Fund

NAV$6.51
See how much of NQCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.61%
3 Months
-2.44%
6 Months
+10.52%
YTD
+14.67%
1 Year
+21.55%
3 Years (annualized)
+22.99%
5 Years (annualized)
+14.46%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQCAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.67%
Peer Avg (YTD)
+10.00%
vs Peers
+4.67%

NQCAX Mutual Fund Performance

NQCAX performance across multiple time periods: 1-month -4.61%, YTD 14.67%, 1-year 21.55%, 3-year 22.99%, 5-year 14.46%, 10-year 12.35%.

NQCAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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