QCBGX Mutual Fund

QCBGX Mutual Fund

NAV$22.99
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Returns Overview

1 Month
-2.11%
6 Months
+8.09%
YTD
+5.19%
1 Year
+6.99%
3 Years (annualized)
+14.29%
5 Years (annualized)
+6.87%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCBGX 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
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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)
+5.19%
Peer Avg (YTD)
+4.96%
vs Peers
+0.22%

QCBGX Mutual Fund Performance

QCBGX performance across multiple time periods: 1-month -2.11%, YTD 5.19%, 1-year 6.99%, 3-year 14.29%, 5-year 6.87%, 10-year 8.97%.

QCBGX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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