GQRIX Mutual Fund

NAV$19.03

Returns Overview

1 Month
-2.13%
3 Months
-2.34%
6 Months
+5.34%
YTD
+5.28%
1 Year
+4.13%
3 Years (annualized)
+12.50%
5 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQRIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+8.97%
vs Peers
-3.69%

GQRIX Mutual Fund Performance

GQRIX performance across multiple time periods: 1-month -2.13%, YTD 5.28%, 1-year 4.13%, 3-year 12.50%, 5-year 9.00%.

GQRIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

GQRIX performance comparison shows side-by-side returns with another fund. GQRIX alternatives are available in the Mutual Fund Screener.