GQIRX Mutual Fund

GQIRX Mutual Fund

NAV$60.30
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Returns Overview

1 Month
-0.43%
3 Months
+3.63%
6 Months
+6.10%
YTD
+7.58%
1 Year
+17.76%
3 Years (annualized)
+17.75%
5 Years (annualized)
+10.86%
10 Years (annualized)
+13.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQIRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+9.41%
vs Peers
-1.83%

GQIRX Mutual Fund Performance

GQIRX performance across multiple time periods: 1-month -0.43%, YTD 7.58%, 1-year 17.76%, 3-year 17.75%, 5-year 10.86%, 10-year 13.09%.

GQIRX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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