AQGRX Mutual Fund

NAV$14.36

Returns Overview

1 Month
-0.58%
3 Months
+15.81%
6 Months
+11.68%
YTD
+11.14%
1 Year
+27.86%
3 Years (annualized)
+25.53%
5 Years (annualized)
+15.41%
10 Years (annualized)
+13.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQGRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+9.49%
vs Peers
+1.65%

AQGRX Mutual Fund Performance

AQGRX performance across multiple time periods: 1-month -0.58%, YTD 11.14%, 1-year 27.86%, 3-year 25.53%, 5-year 15.41%, 10-year 13.63%.

AQGRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

AQGRX performance comparison shows side-by-side returns with another fund. AQGRX alternatives are available in the Mutual Fund Screener.