QLEIX Mutual Fund

QLEIX Mutual Fund

NAV$22.18
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Returns Overview

1 Month
+4.65%
3 Months
+3.94%
6 Months
+2.15%
YTD
+1.04%
1 Year
+16.50%
3 Years (annualized)
+24.76%
5 Years (annualized)
+23.04%
10 Years (annualized)
+11.99%

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
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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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+2.39%
vs Peers
-1.35%

QLEIX Mutual Fund Performance

QLEIX performance across multiple time periods: 1-month 4.65%, YTD 1.04%, 1-year 16.50%, 3-year 24.76%, 5-year 23.04%, 10-year 11.99%.

QLEIX returns trail the peer average of 2.39% 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.