QCBMFX

Investment trust

$143.33 -$0.37 (-0.26%) NAV as of Oct 19, 2026

Prices on SharpeShare since Jan 3, 2025

52-week range

Low $141.90High $148.27

Has QCBMFX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QCBMFX returned -1.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
QCBMFX
-1.4%
S&P 500
+16.6%
Largest decline 
QCBMFX
4.3%
S&P 500
8.9%
Risk-adjusted return 
QCBMFX
-1.42
S&P 500
0.97
Downside risk-adjusted return 
QCBMFX
-1.82
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodQCBMFXS&P 500
1 month -0.6% +0.6%
3 months -2.1% +3.4%
Year to date -1.5% +13.3%
1 year -1.4% +16.6%

Volatility (1-year, annualized): 3.7% · Largest decline (max drawdown, since Jan 2025): 4.3%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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