QMGAX Mutual Fund

QMGAX Mutual Fund

NAV$10.32

Returns Overview

1 Month
+3.59%
3 Months
+2.89%
6 Months
+16.81%
YTD
+12.83%
1 Year
+30.20%
3 Years (annualized)
+18.62%
5 Years (annualized)
+8.01%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMGAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+7.46%
vs Peers
+5.38%

QMGAX Mutual Fund Performance

QMGAX performance across multiple time periods: 1-month 3.59%, YTD 12.83%, 1-year 30.20%, 3-year 18.62%, 5-year 8.01%, 10-year 8.56%.

QMGAX returns outperform the peer average of 7.46% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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