GQGPX Mutual Fund

GQGPX Mutual Fund

NAV$18.62

Returns Overview

1 Month
-2.39%
3 Months
+1.88%
6 Months
+4.01%
YTD
+3.37%
1 Year
+8.64%
3 Years (annualized)
+10.98%
5 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQGPX 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)
+3.37%
Peer Avg (YTD)
+23.08%
vs Peers
-19.71%

GQGPX Mutual Fund Performance

GQGPX performance across multiple time periods: 1-month -2.39%, YTD 3.37%, 1-year 8.64%, 3-year 10.98%, 5-year 2.83%.

GQGPX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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