QCELX Mutual Fund

QCELX Mutual Fund

NAV$25.12
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Returns Overview

1 Month
-1.09%
3 Months
+4.73%
6 Months
+22.23%
YTD
+21.26%
1 Year
+26.05%
3 Years (annualized)
+26.14%
5 Years (annualized)
+15.75%
10 Years (annualized)
+15.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCELX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+21.26%
Peer Avg (YTD)
+9.98%
vs Peers
+11.28%

QCELX Mutual Fund Performance

QCELX performance across multiple time periods: 1-month -1.09%, YTD 21.26%, 1-year 26.05%, 3-year 26.14%, 5-year 15.75%, 10-year 15.52%.

QCELX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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