GQGIX Mutual Fund

GQGIX Mutual Fund

NAV$18.78
See how much of GQGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.99%
3 Months
-1.18%
6 Months
+3.44%
YTD
+7.59%
1 Year
+16.24%
3 Years (annualized)
+10.78%
5 Years (annualized)
+4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQGIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+17.66%
vs Peers
-10.06%

GQGIX Mutual Fund Performance

GQGIX performance across multiple time periods: 1-month 3.99%, YTD 7.59%, 1-year 16.24%, 3-year 10.78%, 5-year 4.94%.

GQGIX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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