BQMGX Mutual Fund

BQMGX Mutual Fund

NAV$23.61
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Returns Overview

1 Month
-6.53%
3 Months
-1.84%
6 Months
+2.74%
YTD
-3.05%
1 Year
-5.77%
3 Years (annualized)
+7.25%
5 Years (annualized)
+2.99%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BQMGX 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
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📉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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-3.05%
Peer Avg (YTD)
+6.72%
vs Peers
-9.77%

BQMGX Mutual Fund Performance

BQMGX performance across multiple time periods: 1-month -6.53%, YTD -3.05%, 1-year -5.77%, 3-year 7.25%, 5-year 2.99%, 10-year 9.28%.

BQMGX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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