TQGEX Mutual Fund

NAV$24.13

Returns Overview

1 Month
-0.67%
3 Months
+13.69%
6 Months
+12.14%
YTD
+11.30%
1 Year
+26.69%
3 Years (annualized)
+21.35%
5 Years (annualized)
+12.58%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQGEX 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
Lipper Global Multi-Cap Core Funds Index
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+9.13%
vs Peers
+2.17%

TQGEX Mutual Fund Performance

TQGEX performance across multiple time periods: 1-month -0.67%, YTD 11.30%, 1-year 26.69%, 3-year 21.35%, 5-year 12.58%, 10-year 13.22%.

TQGEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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