QGMIX Mutual Fund

NAV$9.71

Returns Overview

1 Month
-1.32%
3 Months
-2.21%
6 Months
-0.61%
YTD
-0.82%
1 Year
-0.39%
3 Years (annualized)
+1.50%
5 Years (annualized)
+3.99%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
-0.82%
Peer Avg (YTD)
+3.47%
vs Peers
-4.29%

QGMIX Mutual Fund Performance

QGMIX performance across multiple time periods: 1-month -1.32%, YTD -0.82%, 1-year -0.39%, 3-year 1.50%, 5-year 3.99%, 10-year 3.87%.

QGMIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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