QCEQRX Mutual Fund

QCEQRX Mutual Fund

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Returns Overview

1 Month
-0.37%
3 Months
+2.23%
6 Months
+17.65%
YTD
+12.22%
1 Year
+15.34%
3 Years (annualized)
+20.12%
5 Years (annualized)
+11.40%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCEQRX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+9.98%
vs Peers
+2.24%

QCEQRX Mutual Fund Performance

QCEQRX performance across multiple time periods: 1-month -0.37%, YTD 12.22%, 1-year 15.34%, 3-year 20.12%, 5-year 11.40%, 10-year 14.10%.

QCEQRX returns outperform the peer average of 9.98% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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