GQJPX Mutual Fund

NAV$12.64

Returns Overview

1 Month
+3.52%
3 Months
+0.32%
6 Months
+2.43%
YTD
+5.69%
1 Year
+11.10%
3 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GQJPX 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 All Country World ex USA High Dividend Yield Index(^M1WDUHDY)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+8.71%
vs Peers
-3.03%

GQJPX Mutual Fund Performance

GQJPX performance across multiple time periods: 1-month 3.52%, YTD 5.69%, 1-year 11.10%, 3-year 15.35%.

GQJPX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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