GQLVX Mutual Fund

GQLVX Mutual Fund

NAV$15.09
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Returns Overview

1 Month
+3.27%
3 Months
+7.56%
6 Months
+12.18%
YTD
+19.87%
1 Year
+26.58%
3 Years (annualized)
+17.17%
5 Years (annualized)
+10.44%

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
PROUpgrade to run
🏦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)
+19.87%
Peer Avg (YTD)
+12.44%
vs Peers
+7.43%

GQLVX Mutual Fund Performance

GQLVX performance across multiple time periods: 1-month 3.27%, YTD 19.87%, 1-year 26.58%, 3-year 17.17%, 5-year 10.44%.

GQLVX returns outperform the peer average of 12.44% 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.