TQGIX Mutual Fund

NAV$23.87

Returns Overview

1 Month
-0.63%
3 Months
+13.75%
6 Months
+12.20%
YTD
+11.36%
1 Year
+26.90%
3 Years (annualized)
+21.54%
5 Years (annualized)
+12.74%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQGIX 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)
+11.36%
Peer Avg (YTD)
+9.13%
vs Peers
+2.23%

TQGIX Mutual Fund Performance

TQGIX performance across multiple time periods: 1-month -0.63%, YTD 11.36%, 1-year 26.90%, 3-year 21.54%, 5-year 12.74%, 10-year 13.38%.

TQGIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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