GQEPX Mutual Fund

GQEPX Mutual Fund

NAV$21.72
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-3.45%
3 Months
-5.47%
6 Months
+3.55%
YTD
+3.70%
1 Year
+0.68%
3 Years (annualized)
+11.74%
5 Years (annualized)
+9.05%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+8.97%
vs Peers
-5.27%

GQEPX Mutual Fund Performance

GQEPX performance across multiple time periods: 1-month -3.45%, YTD 3.70%, 1-year 0.68%, 3-year 11.74%, 5-year 9.05%.

GQEPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, 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.