AQGIX Mutual Fund

AQGIX Mutual Fund

NAV$14.56
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Returns Overview

1 Month
+1.69%
3 Months
+6.61%
6 Months
+11.14%
YTD
+13.04%
1 Year
+28.02%
3 Years (annualized)
+24.34%
5 Years (annualized)
+15.49%
10 Years (annualized)
+13.20%

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)
+13.04%
Peer Avg (YTD)
+11.41%
vs Peers
+1.63%

AQGIX Mutual Fund Performance

AQGIX performance across multiple time periods: 1-month 1.69%, YTD 13.04%, 1-year 28.02%, 3-year 24.34%, 5-year 15.49%, 10-year 13.20%.

AQGIX returns outperform the peer average of 11.41% 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.