EQCHX vs. QCFIX

Last updated Jun 4, 2026

EQCHX (AXS Chesapeake Strategy Fund Class I) and QCFIX (AQR CVX Fusion Fund Class I) are both Systematic Trend funds. At a 0.30 correlation, their price movements are largely independent. EQCHX charges 1.91%/yr vs 2.17%/yr for QCFIX.

Performance

EQCHX vs. QCFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXS Chesapeake Strategy Fund Class I (EQCHX) and AQR CVX Fusion Fund Class I (QCFIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EQCHX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

QCFIX

• 1D: 0.69%
• 1M: 6.12%
• YTD: 18.65%
• 6M: 19.29%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EQCHX vs. QCFIX - Yearly Performance Comparison

	2026 (YTD)	2025
EQCHX AXS Chesapeake Strategy Fund Class I	0.83%	9.40%
QCFIX AQR CVX Fusion Fund Class I	18.65%	2.00%

Correlation

The correlation between EQCHX and QCFIX is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 7, 2025	0.30

Return for Risk

EQCHX vs. QCFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXS Chesapeake Strategy Fund Class I (EQCHX) and AQR CVX Fusion Fund Class I (QCFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	EQCHX	QCFIX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	2.94	—

Drawdowns

Drawdown Indicators

	EQCHX	QCFIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-7.93%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-1.58%	—

Volatility

Volatility by Period

	EQCHX	QCFIX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	14.59%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	14.59%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	14.59%	—

EQCHX vs. QCFIX - Expense Ratio Comparison

EQCHX has a 1.91% expense ratio, which is lower than QCFIX's 2.17% expense ratio.

Dividends

EQCHX vs. QCFIX - Dividend Comparison

EQCHX has not paid dividends to shareholders, while QCFIX's dividend yield for the trailing twelve months is around 6.59%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EQCHX AXS Chesapeake Strategy Fund Class I	0.00%	0.00%	0.62%	1.82%	1.54%	20.40%	0.00%	3.86%	1.18%	0.00%	0.00%	1.34%
QCFIX AQR CVX Fusion Fund Class I	6.59%	7.82%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EQCHX and QCFIX in my portfolio?

EQCHX and QCFIX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.