QLEIX Mutual Fund

QLEIX Mutual Fund

NAV$22.48
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Returns Overview

1 Month
+3.70%
3 Months
+5.28%
6 Months
+5.28%
YTD
+4.78%
1 Year
+17.04%
3 Years (annualized)
+25.19%
5 Years (annualized)
+24.27%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLEIX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+4.75%
vs Peers
+0.03%

QLEIX Mutual Fund Performance

QLEIX performance across multiple time periods: 1-month 3.70%, YTD 4.78%, 1-year 17.04%, 3-year 25.19%, 5-year 24.27%, 10-year 12.42%.

QLEIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 5.78%, investors should weigh costs against performance when evaluating this mutual fund.

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