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GQG Partners Global Quality Equity Instl (GQRIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
20.45+0.05 (+0.25%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return23.86%
5-Year Average Return14.94%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Nov 20, 2024)19.79%
Worst 1 Yr Total Return (Nov 20, 2024)N/A
Best 3-Yr Total Return19.79%
Worst 3-Yr Total Return9.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGQRIXCategory
YTD21.80%9.95%
1-Month-1.76%2.98%
3-Month1.21%8.22%
1-Year36.96%40.81%
3-Year11.33%19.17%
5-Year14.87%18.49%
10-Year0.00%11.83%
Last Bull Market33.89%21.12%
Last Bear Market-7.71%-20.34%

Annual Total Return (%) History

Year
GQRIXCategory
2024
N/AN/A
2023
19.79%N/A
2022
-3.65%N/A
2021
17.13%N/A
2020
14.75%32.67%
2019
N/A30.40%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202419.06%3.57%0.54%N/A
2023-2.44%10.29%0.40%10.88%
20222.75%-7.71%-10.33%13.31%
20211.39%10.83%-0.76%5.03%
2020-13.39%19.55%11.30%-0.43%
20193.90%0.67%7.88%N/A

Rank In Category (By Total Return)

YTD14
1-Month33
3-Month62
1-Year30
3-Year1
5-Year6

Load Adjusted Returns

1-Year36.96%
3-Year11.33%
5-Year14.87%
10-YearN/A