QCEQFX

Investment trust

$689.98 +$2.80 (+0.41%) NAV as of Oct 19, 2026

Prices on SharpeShare since Jan 3, 2025

52-week range

Low $565.82High $701.28

Has QCEQFX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QCEQFX returned +16.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
QCEQFX
+16.7%
S&P 500
+16.6%
Largest decline 
QCEQFX
8.9%
S&P 500
8.9%
Risk-adjusted return 
QCEQFX
0.98
S&P 500
0.97
Downside risk-adjusted return 
QCEQFX
1.44
S&P 500
1.43

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

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Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodQCEQFXS&P 500
1 month +0.6% +0.6%
3 months +3.4% +3.4%
Year to date +13.3% +13.3%
1 year +16.7% +16.6%

Volatility (1-year, annualized): 12.7% · Largest decline (max drawdown, since Jan 2025): 19.3%

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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Straight from your broker. Read-only. Never a recommendation.

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