GQLVX Mutual Fund

GQLVX Mutual Fund

NAV$15.37
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Returns Overview

1 Month
-4.81%
3 Months
+2.80%
6 Months
+11.01%
YTD
+13.08%
1 Year
+18.72%
3 Years (annualized)
+17.17%
5 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQLVX 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
PROUpgrade to run
🏦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 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.08%
Peer Avg (YTD)
+10.00%
vs Peers
+3.08%

GQLVX Mutual Fund Performance

GQLVX performance across multiple time periods: 1-month -4.81%, YTD 13.08%, 1-year 18.72%, 3-year 17.17%, 5-year 10.44%.

GQLVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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