QGMIX Mutual Fund

QGMIX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
+1.95%
3 Months
+0.81%
6 Months
-1.78%
YTD
+1.33%
1 Year
+2.17%
3 Years (annualized)
+2.62%
5 Years (annualized)
+5.52%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QGMIX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+4.75%
vs Peers
-3.42%

QGMIX Mutual Fund Performance

QGMIX performance across multiple time periods: 1-month 1.95%, YTD 1.33%, 1-year 2.17%, 3-year 2.62%, 5-year 5.52%, 10-year 3.87%.

QGMIX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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