QCFIX vs. EQCHX

Last updated Jun 3, 2026

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

Performance

QCFIX vs. EQCHX - Performance Comparison

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

Returns By Period

QCFIX

• 1D: 1.00%
• 1M: 5.14%
• YTD: 17.84%
• 6M: 18.57%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EQCHX

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

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

QCFIX vs. EQCHX - Yearly Performance Comparison

	2026 (YTD)	2025
QCFIX AQR CVX Fusion Fund Class I	17.84%	2.00%
EQCHX AXS Chesapeake Strategy Fund Class I	0.83%	9.40%

Correlation

The correlation between QCFIX and EQCHX 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

QCFIX vs. EQCHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR CVX Fusion Fund Class I (QCFIX) and AXS Chesapeake Strategy Fund Class I (EQCHX). 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

	QCFIX	EQCHX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.84	—	—

Drawdowns

Drawdown Indicators

	QCFIX	EQCHX	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	-1.59%	—	—

Volatility

Volatility by Period

	QCFIX	EQCHX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.63%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.63%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.63%	—	—

QCFIX vs. EQCHX - Expense Ratio Comparison

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

Dividends

QCFIX vs. EQCHX - Dividend Comparison

QCFIX's dividend yield for the trailing twelve months is around 6.64%, while EQCHX has not paid dividends to shareholders.

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	6.64%	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 QCFIX and EQCHX in my portfolio?

QCFIX and EQCHX 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.