QALAX Mutual Fund

QALAX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-3.32%
3 Months
+0.29%
6 Months
+4.28%
YTD
+3.56%
1 Year
+14.25%
3 Years (annualized)
+7.04%
5 Years (annualized)
+3.18%
10 Years (annualized)
+3.75%

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)
+3.56%
Peer Avg (YTD)
+3.47%
vs Peers
+0.09%

QALAX Mutual Fund Performance

QALAX performance across multiple time periods: 1-month -3.32%, YTD 3.56%, 1-year 14.25%, 3-year 7.04%, 5-year 3.18%, 10-year 3.75%.

QALAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.06%, investors should weigh costs against performance when evaluating this mutual fund.

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