QGMIX Mutual Fund

QGMIX Mutual Fund

NAV$10.46
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Returns Overview

1 Month
+4.53%
3 Months
+6.79%
6 Months
+4.43%
YTD
+5.92%
1 Year
+4.68%
3 Years (annualized)
+2.62%
5 Years (annualized)
+5.52%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QGMIX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+5.92%
Peer Avg (YTD)
+5.40%
vs Peers
+0.52%

QGMIX Mutual Fund Performance

QGMIX performance across multiple time periods: 1-month 4.53%, YTD 5.92%, 1-year 4.68%, 3-year 2.62%, 5-year 5.52%, 10-year 3.87%.

QGMIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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