QCEQIX Mutual Fund

Returns Overview

1 Month
-0.97%
3 Months
+15.14%
6 Months
+10.11%
YTD
+9.88%
1 Year
+22.11%
3 Years (annualized)
+19.94%
5 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QCEQIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+9.51%
vs Peers
+0.37%

QCEQIX Mutual Fund Performance

QCEQIX performance across multiple time periods: 1-month -0.97%, YTD 9.88%, 1-year 22.11%, 3-year 19.94%, 5-year 12.03%.

QCEQIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

QCEQIX performance comparison shows side-by-side returns with another fund. QCEQIX alternatives are available in the Mutual Fund Screener.