QLEIX Mutual Fund

NAV$21.57

Returns Overview

1 Month
-2.99%
3 Months
-0.58%
6 Months
-3.54%
YTD
-3.45%
1 Year
+10.20%
3 Years (annualized)
+24.40%
5 Years (annualized)
+22.18%
10 Years (annualized)
+11.84%

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
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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
-3.45%
Peer Avg (YTD)
+3.47%
vs Peers
-6.93%

QLEIX Mutual Fund Performance

QLEIX performance across multiple time periods: 1-month -2.99%, YTD -3.45%, 1-year 10.20%, 3-year 24.40%, 5-year 22.18%, 10-year 11.84%.

QLEIX returns trail the peer average of 3.47% YTD. With an expense ratio of 5.78%, investors should weigh costs against performance when evaluating this mutual fund.

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