BQMGX Mutual Fund

NAV$23.23

Returns Overview

1 Month
+2.14%
3 Months
+4.66%
6 Months
-0.89%
YTD
-1.23%
1 Year
-2.34%
3 Years (annualized)
+4.95%
5 Years (annualized)
+5.50%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BQMGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
+10.82%
vs Peers
-12.04%

BQMGX Mutual Fund Performance

BQMGX performance across multiple time periods: 1-month 2.14%, YTD -1.23%, 1-year -2.34%, 3-year 4.95%, 5-year 5.50%, 10-year 10.88%.

BQMGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

BQMGX performance comparison shows side-by-side returns with another fund. BQMGX alternatives are available in the Mutual Fund Screener.