QGIRX Mutual Fund

QGIRX Mutual Fund

NAV$26.55
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Returns Overview

1 Month
+1.56%
3 Months
+5.87%
6 Months
+5.83%
YTD
+7.67%
1 Year
+20.17%
3 Years (annualized)
+15.61%
5 Years (annualized)
+11.29%
10 Years (annualized)
+14.80%

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)
+7.67%
Peer Avg (YTD)
+9.41%
vs Peers
-1.74%

QGIRX Mutual Fund Performance

QGIRX performance across multiple time periods: 1-month 1.56%, YTD 7.67%, 1-year 20.17%, 3-year 15.61%, 5-year 11.29%, 10-year 14.80%.

QGIRX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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