QGMNX Mutual Fund

QGMNX Mutual Fund

NAV$9.58

Returns Overview

1 Month
-1.34%
3 Months
-2.24%
6 Months
-0.73%
YTD
-1.03%
1 Year
-0.65%
3 Years (annualized)
+1.21%
5 Years (annualized)
+3.70%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QGMNX 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

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)
-1.03%
Peer Avg (YTD)
+3.47%
vs Peers
-4.51%

QGMNX Mutual Fund Performance

QGMNX performance across multiple time periods: 1-month -1.34%, YTD -1.03%, 1-year -0.65%, 3-year 1.21%, 5-year 3.70%, 10-year 3.61%.

QGMNX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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