GQESX Mutual Fund

GQESX Mutual Fund

NAV$38.69
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Returns Overview

1 Month
+1.12%
3 Months
+3.76%
6 Months
+9.51%
YTD
+10.79%
1 Year
+14.97%
3 Years (annualized)
+21.18%
5 Years (annualized)
+12.40%
10 Years (annualized)
+15.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQESX 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)
+10.79%
Peer Avg (YTD)
+9.28%
vs Peers
+1.52%

GQESX Mutual Fund Performance

GQESX performance across multiple time periods: 1-month 1.12%, YTD 10.79%, 1-year 14.97%, 3-year 21.18%, 5-year 12.40%, 10-year 15.61%.

GQESX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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