AQGIX Mutual Fund

AQGIX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
+4.76%
3 Months
+5.90%
6 Months
+16.15%
YTD
+18.42%
1 Year
+29.57%
3 Years (annualized)
+27.46%
5 Years (annualized)
+16.21%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+18.42%
Peer Avg (YTD)
+12.44%
vs Peers
+5.98%

AQGIX Mutual Fund Performance

AQGIX performance across multiple time periods: 1-month 4.76%, YTD 18.42%, 1-year 29.57%, 3-year 27.46%, 5-year 16.21%, 10-year 13.69%.

AQGIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

AQGIX vs another fund shows side-by-side returns. AQGIX alternatives are available in the Mutual Fund Screener.