AQGRX Mutual Fund

AQGRX Mutual Fund

NAV$14.65
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Returns Overview

1 Month
+1.74%
3 Months
+6.62%
6 Months
+11.19%
YTD
+13.08%
1 Year
+28.19%
3 Years (annualized)
+24.51%
5 Years (annualized)
+15.61%
10 Years (annualized)
+13.31%

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
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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)
+13.08%
Peer Avg (YTD)
+11.41%
vs Peers
+1.66%

AQGRX Mutual Fund Performance

AQGRX performance across multiple time periods: 1-month 1.74%, YTD 13.08%, 1-year 28.19%, 3-year 24.51%, 5-year 15.61%, 10-year 13.31%.

AQGRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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