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GQG Partners US Select Quality Eq Inv (GQEPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.36-0.07 (-0.31%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return22.70%
5-Year Average Return18.85%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (May 20, 2024)27.21%
Worst 1 Yr Total Return (May 20, 2024)N/A
Best 3-Yr Total Return27.21%
Worst 3-Yr Total Return11.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGQEPXCategory
YTD15.75%5.31%
1-Month-5.79%-4.19%
3-Month10.50%3.90%
1-Year35.10%20.31%
3-Year13.56%6.48%
5-Year17.11%11.78%
10-Year0.00%10.96%
Last Bull Market38.73%25.56%
Last Bear Market-7.22%-15.11%

Annual Total Return (%) History

Year
GQEPXCategory
2024
N/AN/A
2023
17.39%22.32%
2022
-2.78%-16.96%
2021
19.90%26.07%
2020
23.65%15.83%
2019
27.21%28.78%
2018
N/A-6.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202422.87%N/AN/AN/A
2023-2.94%10.67%-1.67%11.13%
20225.53%-7.22%-10.87%11.40%
20212.25%10.79%-0.81%6.71%
2020-10.10%19.88%11.46%2.94%
201910.59%3.46%1.15%9.93%
2018-8.31%N/AN/AN/A

Rank In Category (By Total Return)

YTD1
1-Month96
3-Month2
1-Year1
3-Year1
5-Year1

Load Adjusted Returns

1-Year35.10%
3-Year13.56%
5-Year17.11%
10-YearN/A