GQLIX Mutual Fund

GQLIX Mutual Fund

NAV$37.62
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Returns Overview

1 Month
+1.51%
3 Months
+5.49%
6 Months
+5.79%
YTD
+6.69%
1 Year
+21.07%
3 Years (annualized)
+16.68%
5 Years (annualized)
+11.49%
10 Years (annualized)
+15.52%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+9.41%
vs Peers
-2.72%

GQLIX Mutual Fund Performance

GQLIX performance across multiple time periods: 1-month 1.51%, YTD 6.69%, 1-year 21.07%, 3-year 16.68%, 5-year 11.49%, 10-year 15.52%.

GQLIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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