Quantified Common Ground Fund (QCGDX)

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The chart shows the growth of an initial investment of $10,000 in Quantified Common Ground Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Quantified Common Ground Fund (QCGDX) has returned 2.93% so far this year and 6.11% over the past 12 months.

Based on dividend-adjusted daily data since Dec 30, 2019, QCGDX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, your investment would double in approximately 7.1 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +10.6%, while the worst month was Jun 2022 at -8.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, QCGDX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +4.5%, while the worst single day was Apr 4, 2025 at -5.3%.

Quantified Common Ground Fund has an annualized alpha of 2.46%, beta of 0.61, and R² of 0.57 versus S&P 500 Index. Calculated based on daily prices since December 31, 2019.

• This fund participated in 70.04% of S&P 500 Index downside but only 65.85% of its upside — more exposed to losses than it benefited from rallies.
• This fund generated an annualized alpha of 2.46% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.61 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

QCGDX has a high expense ratio of 1.68%, indicating above-average management fees.

QCGDX ranks 21 for risk / return — below 21% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Quantified Common Ground Fund (QCGDX) and compare them to a chosen benchmark (S&P 500 Index).

Quantified Common Ground Fund provided a 0.67% dividend yield over the last twelve months, with an annual payout of $0.10 per share.

The table displays the monthly dividend distributions for Quantified Common Ground Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Quantified Common Ground Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Quantified Common Ground Fund was 22.37%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

The current Quantified Common Ground Fund drawdown is 4.69%.

The chart below shows the rolling one-month volatility.