QCBMRX

Investment trust

$138.54 -$0.37 (-0.27%) NAV as of Oct 19, 2026

Prices on SharpeShare since Dec 27, 2024

52-week range

Low $137.18High $143.59

Has QCBMRX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QCBMRX returned -1.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
QCBMRX
-1.7%
S&P 500
+16.6%
Largest decline 
QCBMRX
4.5%
S&P 500
8.9%
Risk-adjusted return 
QCBMRX
-1.51
S&P 500
0.97
Downside risk-adjusted return 
QCBMRX
-1.92
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

PeriodQCBMRXS&P 500
1 month -0.6% +0.6%
3 months -2.2% +3.4%
Year to date -1.7% +13.3%
1 year -1.7% +16.6%

Volatility (1-year, annualized): 3.7% · Largest decline (max drawdown, since Dec 2024): 4.5%

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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