QABGX Mutual Fund

NAV$23.52

Returns Overview

1 Month
+0.51%
3 Months
+2.39%
6 Months
+4.63%
YTD
+5.85%
1 Year
+12.37%
3 Years (annualized)
+16.76%
5 Years (annualized)
+9.31%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QABGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+5.87%
vs Peers
-0.02%

QABGX Mutual Fund Performance

QABGX performance across multiple time periods: 1-month 0.51%, YTD 5.85%, 1-year 12.37%, 3-year 16.76%, 5-year 9.31%, 10-year 10.61%.

QABGX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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