GQHPX Mutual Fund

GQHPX Mutual Fund

NAV$14.70
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Returns Overview

1 Month
-1.37%
3 Months
-3.94%
6 Months
+8.33%
YTD
+8.24%
1 Year
+9.89%
3 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQHPX 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)
+8.24%
Peer Avg (YTD)
+9.49%
vs Peers
-1.25%

GQHPX Mutual Fund Performance

GQHPX performance across multiple time periods: 1-month -1.37%, YTD 8.24%, 1-year 9.89%, 3-year 11.04%.

GQHPX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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