GQRIX Mutual Fund

GQRIX Mutual Fund

NAV$19.16
See how much of GQRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.28%
3 Months
-0.91%
6 Months
-4.43%
YTD
+6.60%
1 Year
+6.22%
3 Years (annualized)
+11.47%
5 Years (annualized)
+8.41%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+8.51%
vs Peers
-1.91%

GQRIX Mutual Fund Performance

GQRIX performance across multiple time periods: 1-month -1.28%, YTD 6.60%, 1-year 6.22%, 3-year 11.47%, 5-year 8.41%.

GQRIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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