QALAX Mutual Fund

QALAX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
+2.10%
3 Months
-1.29%
6 Months
+0.47%
YTD
+5.74%
1 Year
+13.15%
3 Years (annualized)
+7.75%
5 Years (annualized)
+3.48%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QALAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.74%
Peer Avg (YTD)
+4.75%
vs Peers
+0.99%

QALAX Mutual Fund Performance

QALAX performance across multiple time periods: 1-month 2.10%, YTD 5.74%, 1-year 13.15%, 3-year 7.75%, 5-year 3.48%, 10-year 3.92%.

QALAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 3.06%, investors should weigh costs against performance when evaluating this mutual fund.

QALAX vs another fund shows side-by-side returns. QALAX alternatives are available in the Mutual Fund Screener.