QGMRX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-1.32%
3 Months
-2.11%
6 Months
-0.51%
YTD
-0.81%
1 Year
-0.19%
3 Years (annualized)
+1.60%
5 Years (annualized)
+4.09%
10 Years (annualized)
+3.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QGMRX 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
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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)
-0.81%
Peer Avg (YTD)
+3.47%
vs Peers
-4.29%

QGMRX Mutual Fund Performance

QGMRX performance across multiple time periods: 1-month -1.32%, YTD -0.81%, 1-year -0.19%, 3-year 1.60%, 5-year 4.09%, 10-year 3.86%.

QGMRX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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