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GQG Partners US Select Quality Eq Inv (GQEPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.26+0.11 (+0.48%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return27.24%
5-Year Average Return19.44%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 13, 2024)27.21%
Worst 1 Yr Total Return (Jun 13, 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
YTD22.10%5.31%
1-Month5.48%-4.19%
3-Month2.43%3.90%
1-Year38.81%20.31%
3-Year15.13%6.48%
5-Year19.30%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-Month10
3-Month72
1-Year2
3-Year1
5-Year1

Load Adjusted Returns

1-Year38.81%
3-Year15.13%
5-Year19.30%
10-YearN/A