GQFIX Mutual Fund

NAV$13.48

Returns Overview

1 Month
-1.78%
3 Months
-3.74%
6 Months
+7.06%
YTD
+6.62%
1 Year
+12.68%
3 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQFIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+9.13%
vs Peers
-2.51%

GQFIX Mutual Fund Performance

GQFIX performance across multiple time periods: 1-month -1.78%, YTD 6.62%, 1-year 12.68%, 3-year 13.50%.

GQFIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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