GQEPX Mutual Fund

GQEPX Mutual Fund

NAV$21.04
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Returns Overview

1 Month
+3.09%
3 Months
-1.66%
6 Months
+2.89%
YTD
+6.90%
1 Year
+6.89%
3 Years (annualized)
+11.75%
5 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQEPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+6.23%
vs Peers
+0.67%

GQEPX Mutual Fund Performance

GQEPX performance across multiple time periods: 1-month 3.09%, YTD 6.90%, 1-year 6.89%, 3-year 11.75%, 5-year 9.32%.

GQEPX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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