GQRPX Mutual Fund

GQRPX Mutual Fund

NAV$18.83

Returns Overview

1 Month
-2.14%
3 Months
-2.35%
6 Months
+5.24%
YTD
+5.24%
1 Year
+3.90%
3 Years (annualized)
+12.29%
5 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQRPX 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)
+5.24%
Peer Avg (YTD)
+8.97%
vs Peers
-3.73%

GQRPX Mutual Fund Performance

GQRPX performance across multiple time periods: 1-month -2.14%, YTD 5.24%, 1-year 3.90%, 3-year 12.29%, 5-year 8.80%.

GQRPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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