QALGX Mutual Fund

NAV$41.18

Returns Overview

1 Month
-1.94%
3 Months
+17.01%
6 Months
+7.08%
YTD
+7.41%
1 Year
+17.37%
3 Years (annualized)
+23.09%
5 Years (annualized)
+15.30%
10 Years (annualized)
+19.26%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+8.97%
vs Peers
-1.56%

QALGX Mutual Fund Performance

QALGX performance across multiple time periods: 1-month -1.94%, YTD 7.41%, 1-year 17.37%, 3-year 23.09%, 5-year 15.30%, 10-year 19.26%.

QALGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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