TQGEX Mutual Fund

TQGEX Mutual Fund

NAV$23.51
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Returns Overview

1 Month
-1.95%
3 Months
-1.13%
6 Months
+3.15%
YTD
+10.28%
1 Year
+13.34%
3 Years (annualized)
+21.88%
5 Years (annualized)
+10.67%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQGEX 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
Lipper Global Multi-Cap Core Funds Index
This Mutual Fund (YTD)
+10.28%
Peer Avg (YTD)
+8.05%
vs Peers
+2.22%

TQGEX Mutual Fund Performance

TQGEX performance across multiple time periods: 1-month -1.95%, YTD 10.28%, 1-year 13.34%, 3-year 21.88%, 5-year 10.67%, 10-year 12.56%.

TQGEX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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