BQMGX Mutual Fund

BQMGX Mutual Fund

NAV$25.02
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Returns Overview

1 Month
+4.45%
3 Months
+0.59%
6 Months
+3.50%
YTD
+1.27%
1 Year
+1.30%
3 Years (annualized)
+9.97%
5 Years (annualized)
+1.77%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BQMGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+8.01%
vs Peers
-6.74%

BQMGX Mutual Fund Performance

BQMGX performance across multiple time periods: 1-month 4.45%, YTD 1.27%, 1-year 1.30%, 3-year 9.97%, 5-year 1.77%, 10-year 9.46%.

BQMGX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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