GQLIX Mutual Fund

GQLIX Mutual Fund

NAV$37.91
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Returns Overview

1 Month
+3.33%
3 Months
+4.57%
6 Months
+10.37%
YTD
+10.24%
1 Year
+21.58%
3 Years (annualized)
+18.70%
5 Years (annualized)
+12.23%
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)
+10.24%
Peer Avg (YTD)
+11.21%
vs Peers
-0.97%

GQLIX Mutual Fund Performance

GQLIX performance across multiple time periods: 1-month 3.33%, YTD 10.24%, 1-year 21.58%, 3-year 18.70%, 5-year 12.23%, 10-year 15.52%.

GQLIX returns trail the peer average of 11.21% 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.