QALGX Mutual Fund

QALGX Mutual Fund

NAV$40.49
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Returns Overview

1 Month
-3.34%
3 Months
+1.15%
6 Months
+5.54%
YTD
+3.83%
1 Year
+10.21%
3 Years (annualized)
+21.26%
5 Years (annualized)
+14.00%
10 Years (annualized)
+18.39%

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)
+3.83%
Peer Avg (YTD)
+6.23%
vs Peers
-2.41%

QALGX Mutual Fund Performance

QALGX performance across multiple time periods: 1-month -3.34%, YTD 3.83%, 1-year 10.21%, 3-year 21.26%, 5-year 14.00%, 10-year 18.39%.

QALGX returns trail the peer average of 6.23% 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.