QMGYX Mutual Fund

QMGYX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
+3.60%
3 Months
+2.98%
6 Months
+16.97%
YTD
+12.95%
1 Year
+30.47%
3 Years (annualized)
+18.91%
5 Years (annualized)
+8.28%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMGYX 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 ex US Index
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+7.46%
vs Peers
+5.49%

QMGYX Mutual Fund Performance

QMGYX performance across multiple time periods: 1-month 3.60%, YTD 12.95%, 1-year 30.47%, 3-year 18.91%, 5-year 8.28%, 10-year 9.41%.

QMGYX returns outperform the peer average of 7.46% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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