RCMFX vs. QCGDX

Last updated Apr 1, 2026

Compare and contrast key facts about Schwartz Value Focused Fund (RCMFX) and Quantified Common Ground Fund (QCGDX).

RCMFX is managed by Schwartz. It was launched on Dec 30, 1983. QCGDX is managed by Advisors Preferred. It was launched on Dec 26, 2019.

Performance

RCMFX vs. QCGDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwartz Value Focused Fund (RCMFX) and Quantified Common Ground Fund (QCGDX). The values are adjusted to include any dividend payments, if applicable.

RCMFX vs. QCGDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
RCMFX Schwartz Value Focused Fund	0.00%	7.68%	62.73%	1.14%	21.16%	31.12%	11.68%	-0.07%
QCGDX Quantified Common Ground Fund	2.93%	1.02%	9.87%	14.74%	-12.23%	32.19%	14.65%	0.10%

Returns By Period

RCMFX

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

QCGDX

• 1D: -0.45%
• 1M: -4.57%
• YTD: 2.93%
• 6M: 4.54%
• 1Y: 6.11%
• 3Y*: 9.12%
• 5Y*: 7.01%
• 10Y*: —

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

RCMFX vs. QCGDX - Expense Ratio Comparison

RCMFX has a 1.26% expense ratio, which is lower than QCGDX's 1.68% expense ratio.

QCGDX

Quantified Common Ground Fund

RCMFX

Schwartz Value Focused Fund

Return for Risk

RCMFX vs. QCGDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QCGDX

QCGDX Risk / Return Rank: 21
QCGDX Sharpe Ratio Rank: 20
QCGDX Sortino Ratio Rank: 18
QCGDX Omega Ratio Rank: 17
QCGDX Calmar Ratio Rank: 24
QCGDX Martin Ratio Rank: 26

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RCMFX vs. QCGDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwartz Value Focused Fund (RCMFX) and Quantified Common Ground Fund (QCGDX). 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

	RCMFX	QCGDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.54	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.48	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.57	—

Correlation

The correlation between RCMFX and QCGDX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

RCMFX vs. QCGDX - Dividend Comparison

RCMFX has not paid dividends to shareholders, while QCGDX's dividend yield for the trailing twelve months is around 0.67%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
RCMFX Schwartz Value Focused Fund	0.00%	0.00%	30.02%	4.29%	0.87%	6.72%	2.45%	0.00%	2.81%	7.64%
QCGDX Quantified Common Ground Fund	0.67%	0.69%	4.42%	0.22%	0.00%	5.44%	1.65%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	RCMFX	QCGDX	Difference
Max Drawdown Largest peak-to-trough decline	—	-22.37%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.85%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.18%	—
Current Drawdown Current decline from peak	—	-4.69%	—
Average Drawdown Average peak-to-trough decline	—	-6.27%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.25%	—

Volatility

Volatility by Period

	RCMFX	QCGDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.92%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.53%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	13.53%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	14.77%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	16.53%	—