QALTX Mutual Fund

QALTX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
+0.09%
3 Months
-2.21%
6 Months
+0.85%
YTD
+3.91%
1 Year
+13.60%
3 Years (annualized)
+6.87%
5 Years (annualized)
+3.90%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QALTX 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
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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)
+3.91%
Peer Avg (YTD)
+2.39%
vs Peers
+1.52%

QALTX Mutual Fund Performance

QALTX performance across multiple time periods: 1-month 0.09%, YTD 3.91%, 1-year 13.60%, 3-year 6.87%, 5-year 3.90%, 10-year 3.87%.

QALTX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

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