HQIRX Mutual Fund

NAV$22.76

Returns Overview

1 Month
+0.10%
3 Months
+5.86%
6 Months
+6.59%
YTD
+5.91%
1 Year
+14.99%
3 Years (annualized)
+10.02%
5 Years (annualized)
+7.76%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQIRX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+9.49%
vs Peers
-3.58%

HQIRX Mutual Fund Performance

HQIRX performance across multiple time periods: 1-month 0.10%, YTD 5.91%, 1-year 14.99%, 3-year 10.02%, 5-year 7.76%, 10-year 9.60%.

HQIRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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