MQGIX Mutual Fund

NAV$55.45

Returns Overview

3 Months
-0.57%
6 Months
-4.02%
YTD
+1.13%
1 Year
+6.98%
3 Years (annualized)
+11.22%
5 Years (annualized)
+5.94%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MQGIX 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-US) Growth Index (net div)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+8.97%
vs Peers
-7.84%

MQGIX Mutual Fund Performance

MQGIX performance across multiple time periods: YTD 1.13%, 1-year 6.98%, 3-year 11.22%, 5-year 5.94%, 10-year 9.88%.

MQGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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