QALGX Mutual Fund

QALGX Mutual Fund

NAV$43.01
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Returns Overview

1 Month
+3.89%
3 Months
-1.53%
6 Months
+12.36%
YTD
+7.86%
1 Year
+14.37%
3 Years (annualized)
+22.80%
5 Years (annualized)
+13.52%
10 Years (annualized)
+18.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QALGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+8.51%
vs Peers
-0.65%

QALGX Mutual Fund Performance

QALGX performance across multiple time periods: 1-month 3.89%, YTD 7.86%, 1-year 14.37%, 3-year 22.80%, 5-year 13.52%, 10-year 18.59%.

QALGX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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