GQLIX Mutual Fund

NAV$37.62

Returns Overview

1 Month
-0.30%
3 Months
+13.70%
6 Months
+5.71%
YTD
+5.11%
1 Year
+17.84%
3 Years (annualized)
+17.12%
5 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQLIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+9.51%
vs Peers
-4.40%

GQLIX Mutual Fund Performance

GQLIX performance across multiple time periods: 1-month -0.30%, YTD 5.11%, 1-year 17.84%, 3-year 17.12%, 5-year 11.80%.

GQLIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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