GQLVX Mutual Fund

GQLVX Mutual Fund

NAV$15.68
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Returns Overview

1 Month
-0.41%
3 Months
+7.98%
6 Months
+10.99%
YTD
+9.99%
1 Year
+22.74%
3 Years (annualized)
+14.76%
5 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQLVX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+9.49%
vs Peers
+0.50%

GQLVX Mutual Fund Performance

GQLVX performance across multiple time periods: 1-month -0.41%, YTD 9.99%, 1-year 22.74%, 3-year 14.76%, 5-year 9.47%.

GQLVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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