GQIRX Mutual Fund

GQIRX Mutual Fund

NAV$60.21
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Returns Overview

1 Month
-1.10%
3 Months
+1.23%
6 Months
+15.00%
YTD
+9.37%
1 Year
+12.66%
3 Years (annualized)
+19.65%
5 Years (annualized)
+10.80%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQIRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+9.98%
vs Peers
-0.61%

GQIRX Mutual Fund Performance

GQIRX performance across multiple time periods: 1-month -1.10%, YTD 9.37%, 1-year 12.66%, 3-year 19.65%, 5-year 10.80%, 10-year 13.45%.

GQIRX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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