QGIRX Mutual Fund

QGIRX Mutual Fund

NAV$26.96
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Returns Overview

1 Month
+0.24%
3 Months
+13.64%
6 Months
+6.01%
YTD
+6.01%
1 Year
+278.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QGIRX 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)
+6.01%
Peer Avg (YTD)
+9.51%
vs Peers
-3.50%

QGIRX Mutual Fund Performance

QGIRX performance across multiple time periods: 1-month 0.24%, YTD 6.01%, 1-year 278.45%.

QGIRX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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