GQHPX Mutual Fund

GQHPX Mutual Fund

NAV$14.76
See how much of GQHPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.82%
3 Months
+1.17%
6 Months
+7.37%
YTD
+13.46%
1 Year
+16.79%
3 Years (annualized)
+11.91%
5 Years (annualized)
+10.92%

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
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 USA High Dividend Yield Net Return Index(^MSUHDYNR)
This Mutual Fund (YTD)
+13.46%
Peer Avg (YTD)
+11.41%
vs Peers
+2.04%

GQHPX Mutual Fund Performance

GQHPX performance across multiple time periods: 1-month 4.82%, YTD 13.46%, 1-year 16.79%, 3-year 11.91%, 5-year 10.92%.

GQHPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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