GQEIX Mutual Fund

NAV$21.93
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-3.43%
3 Months
-5.45%
6 Months
+3.64%
YTD
+3.79%
1 Year
+0.85%
3 Years (annualized)
+11.96%
5 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQEIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.79%
Peer Avg (YTD)
+8.97%
vs Peers
-5.18%

GQEIX Mutual Fund Performance

GQEIX performance across multiple time periods: 1-month -3.43%, YTD 3.79%, 1-year 0.85%, 3-year 11.96%, 5-year 9.25%.

GQEIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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