GQLOX Mutual Fund

GQLOX Mutual Fund

NAV$37.13
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Returns Overview

1 Month
+1.55%
3 Months
+5.57%
6 Months
+8.65%
YTD
+7.44%
1 Year
+21.32%
3 Years (annualized)
+16.94%
5 Years (annualized)
+12.34%
10 Years (annualized)
+15.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQLOX 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)
+7.44%
Peer Avg (YTD)
+9.41%
vs Peers
-1.97%

GQLOX Mutual Fund Performance

GQLOX performance across multiple time periods: 1-month 1.55%, YTD 7.44%, 1-year 21.32%, 3-year 16.94%, 5-year 12.34%, 10-year 15.72%.

GQLOX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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