GQLOX Mutual Fund

GQLOX Mutual Fund

NAV$38.45
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Returns Overview

1 Month
-0.69%
3 Months
+6.93%
6 Months
+21.64%
YTD
+12.49%
1 Year
+20.13%
3 Years (annualized)
+19.96%
5 Years (annualized)
+13.26%
10 Years (annualized)
+16.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQLOX 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)
+12.49%
Peer Avg (YTD)
+9.98%
vs Peers
+2.50%

GQLOX Mutual Fund Performance

GQLOX performance across multiple time periods: 1-month -0.69%, YTD 12.49%, 1-year 20.13%, 3-year 19.96%, 5-year 13.26%, 10-year 16.42%.

GQLOX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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