QKBGX Mutual Fund

QKBGX Mutual Fund

NAV$23.33
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Returns Overview

1 Month
+0.25%
6 Months
+2.25%
YTD
+6.35%
1 Year
+7.61%
3 Years (annualized)
+16.94%
5 Years (annualized)
+7.34%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QKBGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+5.30%
vs Peers
+1.04%

QKBGX Mutual Fund Performance

QKBGX performance across multiple time periods: 1-month 0.25%, YTD 6.35%, 1-year 7.61%, 3-year 16.94%, 5-year 7.34%, 10-year 10.01%.

QKBGX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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