QGIAX Mutual Fund

NAV$25.06

Returns Overview

1 Month
+0.72%
3 Months
+2.41%
6 Months
+1.01%
YTD
+4.20%
1 Year
+15.93%
3 Years (annualized)
+16.24%
5 Years (annualized)
+11.79%
10 Years (annualized)
+15.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QGIAX 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)
+4.20%
Peer Avg (YTD)
+9.51%
vs Peers
-5.31%

QGIAX Mutual Fund Performance

QGIAX performance across multiple time periods: 1-month 0.72%, YTD 4.20%, 1-year 15.93%, 3-year 16.24%, 5-year 11.79%, 10-year 15.34%.

QGIAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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