NQCCX Mutual Fund

NQCCX Mutual Fund

NAV$4.81
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Returns Overview

1 Month
+3.92%
3 Months
-0.42%
6 Months
+5.07%
YTD
+19.85%
1 Year
+23.60%
3 Years (annualized)
+24.10%
5 Years (annualized)
+13.41%
10 Years (annualized)
+11.74%

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)
+19.85%
Peer Avg (YTD)
+14.61%
vs Peers
+5.24%

NQCCX Mutual Fund Performance

NQCCX performance across multiple time periods: 1-month 3.92%, YTD 19.85%, 1-year 23.60%, 3-year 24.10%, 5-year 13.41%, 10-year 11.74%.

NQCCX returns outperform the peer average of 14.61% 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.