GQLVX Mutual Fund

GQLVX Mutual Fund

NAV$16.11
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Returns Overview

1 Month
+4.58%
3 Months
+5.88%
6 Months
+12.19%
YTD
+16.07%
1 Year
+28.28%
3 Years (annualized)
+15.01%
5 Years (annualized)
+10.43%

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)
+16.07%
Peer Avg (YTD)
+11.41%
vs Peers
+4.66%

GQLVX Mutual Fund Performance

GQLVX performance across multiple time periods: 1-month 4.58%, YTD 16.07%, 1-year 28.28%, 3-year 15.01%, 5-year 10.43%.

GQLVX returns outperform the peer average of 11.41% 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.