QGMRX Mutual Fund

QGMRX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
+0.21%
3 Months
-2.10%
6 Months
-3.74%
YTD
-0.61%
1 Year
-0.49%
3 Years (annualized)
+2.02%
5 Years (annualized)
+5.05%
10 Years (annualized)
+3.69%

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

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)
-0.61%
Peer Avg (YTD)
+2.39%
vs Peers
-3.00%

QGMRX Mutual Fund Performance

QGMRX performance across multiple time periods: 1-month 0.21%, YTD -0.61%, 1-year -0.49%, 3-year 2.02%, 5-year 5.05%, 10-year 3.69%.

QGMRX returns trail the peer average of 2.39% 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.