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GQG Partners US Select Quality Eq Inv (GQEPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.60+0.21 (+0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return29.10%
5-year average return18.95%
Number of years up4
Number of years down1
Best 1-yr total return (2 Jul 2024)27.21%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return27.21%
Worst 3-yr total return11.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGQEPXCategory
YTD26.31%5.31%
1-month3.45%-4.19%
3-month2.80%3.90%
1-year38.04%20.31%
3-year15.12%6.48%
5-year18.90%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%2.80%N/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-month32
3-month55
1-year1
3-year1
5-year1

Load adjusted returns

1-year38.04%
3-year15.12%
5-year18.90%
10-yearN/A