QKBGX Mutual Fund

QKBGX Mutual Fund

NAV$23.87
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Returns Overview

1 Month
-2.08%
3 Months
+0.21%
6 Months
+8.67%
YTD
+6.08%
1 Year
+8.11%
3 Years (annualized)
+15.47%
5 Years (annualized)
+7.89%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QKBGX 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)
+6.08%
Peer Avg (YTD)
+4.96%
vs Peers
+1.11%

QKBGX Mutual Fund Performance

QKBGX performance across multiple time periods: 1-month -2.08%, YTD 6.08%, 1-year 8.11%, 3-year 15.47%, 5-year 7.89%, 10-year 10.04%.

QKBGX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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