TQGEX Mutual Fund

TQGEX Mutual Fund

NAV$24.36
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Returns Overview

1 Month
-0.99%
3 Months
+1.05%
6 Months
+14.89%
YTD
+12.47%
1 Year
+17.34%
3 Years (annualized)
+20.85%
5 Years (annualized)
+11.55%
10 Years (annualized)
+12.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQGEX 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
Lipper Global Multi-Cap Core Funds Index
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+9.29%
vs Peers
+3.18%

TQGEX Mutual Fund Performance

TQGEX performance across multiple time periods: 1-month -0.99%, YTD 12.47%, 1-year 17.34%, 3-year 20.85%, 5-year 11.55%, 10-year 12.77%.

TQGEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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