QGMRX Mutual Fund

QGMRX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
+1.94%
3 Months
+0.81%
6 Months
-1.68%
YTD
+1.32%
1 Year
+2.26%
3 Years (annualized)
+2.71%
5 Years (annualized)
+5.64%
10 Years (annualized)
+3.87%

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
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)
+1.32%
Peer Avg (YTD)
+4.75%
vs Peers
-3.42%

QGMRX Mutual Fund Performance

QGMRX performance across multiple time periods: 1-month 1.94%, YTD 1.32%, 1-year 2.26%, 3-year 2.71%, 5-year 5.64%, 10-year 3.87%.

QGMRX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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