GQEFX Mutual Fund

NAV$37.93

Returns Overview

1 Month
-0.30%
3 Months
+13.74%
6 Months
+5.78%
YTD
+5.18%
1 Year
+18.02%
3 Years (annualized)
+17.30%
5 Years (annualized)
+12.59%
10 Years (annualized)
+15.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQEFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+9.51%
vs Peers
-4.33%

GQEFX Mutual Fund Performance

GQEFX performance across multiple time periods: 1-month -0.30%, YTD 5.18%, 1-year 18.02%, 3-year 17.30%, 5-year 12.59%, 10-year 15.88%.

GQEFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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