GQJIX Mutual Fund

NAV$12.83

Returns Overview

1 Month
-2.46%
3 Months
-1.52%
6 Months
+4.06%
YTD
+3.54%
1 Year
+12.01%
3 Years (annualized)
+19.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQJIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex USA High Dividend Yield Index(^M1WDUHDY)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+8.71%
vs Peers
-5.18%

GQJIX Mutual Fund Performance

GQJIX performance across multiple time periods: 1-month -2.46%, YTD 3.54%, 1-year 12.01%, 3-year 19.53%.

GQJIX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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