GQESX Mutual Fund

GQESX Mutual Fund

NAV$38.35
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Returns Overview

1 Month
-0.69%
3 Months
+4.19%
6 Months
+18.47%
YTD
+9.56%
1 Year
+16.97%
3 Years (annualized)
+18.83%
5 Years (annualized)
+12.53%
10 Years (annualized)
+15.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQESX 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)
+9.56%
Peer Avg (YTD)
+9.98%
vs Peers
-0.42%

GQESX Mutual Fund Performance

GQESX performance across multiple time periods: 1-month -0.69%, YTD 9.56%, 1-year 16.97%, 3-year 18.83%, 5-year 12.53%, 10-year 15.61%.

GQESX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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