QGRIX Mutual Fund

QGRIX Mutual Fund

NAV$22.39
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Returns Overview

1 Month
+0.81%
3 Months
+0.54%
6 Months
+2.47%
YTD
+8.31%
1 Year
+10.50%
3 Years (annualized)
+13.98%
5 Years (annualized)
+4.90%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QGRIX 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
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🏦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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.31%
Peer Avg (YTD)
+5.30%
vs Peers
+3.01%

QGRIX Mutual Fund Performance

QGRIX performance across multiple time periods: 1-month 0.81%, YTD 8.31%, 1-year 10.50%, 3-year 13.98%, 5-year 4.90%, 10-year 6.96%.

QGRIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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