QGIAX Mutual Fund

QGIAX Mutual Fund

NAV$26.52
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Returns Overview

1 Month
+1.49%
3 Months
+5.81%
6 Months
+5.72%
YTD
+7.53%
1 Year
+19.88%
3 Years (annualized)
+15.68%
5 Years (annualized)
+11.50%
10 Years (annualized)
+15.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QGIAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+9.41%
vs Peers
-1.89%

QGIAX Mutual Fund Performance

QGIAX performance across multiple time periods: 1-month 1.49%, YTD 7.53%, 1-year 19.88%, 3-year 15.68%, 5-year 11.50%, 10-year 15.12%.

QGIAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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