QGIAX Mutual Fund

QGIAX Mutual Fund

NAV$27.27
See how much of QGIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.26%
3 Months
+4.32%
6 Months
+18.55%
YTD
+10.52%
1 Year
+15.45%
3 Years (annualized)
+17.67%
5 Years (annualized)
+11.79%
10 Years (annualized)
+15.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QGIAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.52%
Peer Avg (YTD)
+9.91%
vs Peers
+0.61%

QGIAX Mutual Fund Performance

QGIAX performance across multiple time periods: 1-month -0.26%, YTD 10.52%, 1-year 15.45%, 3-year 17.67%, 5-year 11.79%, 10-year 15.42%.

QGIAX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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