GQGRX Mutual Fund

GQGRX Mutual Fund

NAV$19.32
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Returns Overview

1 Month
-2.75%
3 Months
-1.32%
6 Months
-3.30%
YTD
+4.63%
1 Year
+12.05%
3 Years (annualized)
+11.02%
5 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQGRX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+20.14%
vs Peers
-15.50%

GQGRX Mutual Fund Performance

GQGRX performance across multiple time periods: 1-month -2.75%, YTD 4.63%, 1-year 12.05%, 3-year 11.02%, 5-year 3.39%.

GQGRX returns trail the peer average of 20.14% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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