GQGRX Mutual Fund

NAV$18.84

Returns Overview

1 Month
-2.37%
3 Months
+1.92%
6 Months
+4.16%
YTD
+3.52%
1 Year
+8.88%
3 Years (annualized)
+11.22%
5 Years (annualized)
+2.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQGRX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+23.08%
vs Peers
-19.56%

GQGRX Mutual Fund Performance

GQGRX performance across multiple time periods: 1-month -2.37%, YTD 3.52%, 1-year 8.88%, 3-year 11.22%, 5-year 2.76%.

GQGRX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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