GQEIX Mutual Fund

GQEIX Mutual Fund

NAV$19.14
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Returns Overview

1 Month
-8.87%
3 Months
-8.06%
6 Months
-9.54%
YTD
-1.60%
1 Year
+1.82%
3 Years (annualized)
+11.17%
5 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQEIX 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)
-1.60%
Peer Avg (YTD)
+5.14%
vs Peers
-6.74%

GQEIX Mutual Fund Performance

GQEIX performance across multiple time periods: 1-month -8.87%, YTD -1.60%, 1-year 1.82%, 3-year 11.17%, 5-year 6.59%.

GQEIX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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