NQCCX Mutual Fund

NQCCX Mutual Fund

NAV$4.66
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Returns Overview

1 Month
-4.57%
3 Months
-2.55%
6 Months
+10.07%
YTD
+14.18%
1 Year
+20.95%
3 Years (annualized)
+21.73%
5 Years (annualized)
+14.37%
10 Years (annualized)
+14.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NQCCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.18%
Peer Avg (YTD)
+10.00%
vs Peers
+4.18%

NQCCX Mutual Fund Performance

NQCCX performance across multiple time periods: 1-month -4.57%, YTD 14.18%, 1-year 20.95%, 3-year 21.73%, 5-year 14.37%, 10-year 14.46%.

NQCCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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