VGQRX Mutual Fund

VGQRX Mutual Fund

NAV$17.64
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Returns Overview

1 Month
+3.22%
3 Months
+3.95%
6 Months
+10.53%
YTD
+18.71%
1 Year
+12.50%
3 Years (annualized)
+10.62%
5 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VGQRX 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 World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+18.71%
Peer Avg (YTD)
+8.20%
vs Peers
+10.51%

VGQRX Mutual Fund Performance

VGQRX performance across multiple time periods: 1-month 3.22%, YTD 18.71%, 1-year 12.50%, 3-year 10.62%, 5-year 9.32%.

VGQRX returns outperform the peer average of 8.20% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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