GQHIX Mutual Fund

GQHIX Mutual Fund

NAV$14.71
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Returns Overview

1 Month
-1.33%
3 Months
-3.83%
6 Months
+8.48%
YTD
+8.39%
1 Year
+11.82%
3 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQHIX 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 USA High Dividend Yield Net Return Index(^MSUHDYNR)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+9.49%
vs Peers
-1.10%

GQHIX Mutual Fund Performance

GQHIX performance across multiple time periods: 1-month -1.33%, YTD 8.39%, 1-year 11.82%, 3-year 11.78%.

GQHIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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