GQEPX Mutual Fund

GQEPX Mutual Fund

NAV$21.68
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Returns Overview

1 Month
+1.70%
3 Months
+3.96%
6 Months
-1.73%
YTD
+7.80%
1 Year
+5.77%
3 Years (annualized)
+10.97%
5 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQEPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+8.68%
vs Peers
-0.88%

GQEPX Mutual Fund Performance

GQEPX performance across multiple time periods: 1-month 1.70%, YTD 7.80%, 1-year 5.77%, 3-year 10.97%, 5-year 8.50%.

GQEPX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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