QALAX Mutual Fund

QALAX Mutual Fund

NAV$10.67
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Returns Overview

3 Months
-2.33%
6 Months
+0.58%
YTD
+3.56%
1 Year
+12.93%
3 Years (annualized)
+6.22%
5 Years (annualized)
+3.28%
10 Years (annualized)
+3.42%

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
PROUpgrade to run
📉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)
+2.39%
vs Peers
+1.17%

QALAX Mutual Fund Performance

QALAX performance across multiple time periods: YTD 3.56%, 1-year 12.93%, 3-year 6.22%, 5-year 3.28%, 10-year 3.42%.

QALAX returns outperform the peer average of 2.39% 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.