GQJIX Mutual Fund

GQJIX Mutual Fund

NAV$12.77
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Returns Overview

1 Month
+6.28%
3 Months
+2.28%
6 Months
+4.78%
YTD
+10.04%
1 Year
+21.29%
3 Years (annualized)
+16.73%
5 Years (annualized)
+9.95%

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
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📉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 All Country World ex USA High Dividend Yield Index(^M1WDUHDY)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+11.12%
vs Peers
-1.08%

GQJIX Mutual Fund Performance

GQJIX performance across multiple time periods: 1-month 6.28%, YTD 10.04%, 1-year 21.29%, 3-year 16.73%, 5-year 9.95%.

GQJIX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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