HQIRX Mutual Fund

HQIRX Mutual Fund

NAV$22.01
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Returns Overview

1 Month
+4.00%
3 Months
+4.98%
6 Months
+7.20%
YTD
+10.14%
1 Year
+19.88%
3 Years (annualized)
+11.93%
5 Years (annualized)
+9.39%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQIRX 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 Value Index(RLV)
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+11.41%
vs Peers
-1.27%

HQIRX Mutual Fund Performance

HQIRX performance across multiple time periods: 1-month 4.00%, YTD 10.14%, 1-year 19.88%, 3-year 11.93%, 5-year 9.39%, 10-year 10.33%.

HQIRX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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