QLENX Mutual Fund

QLENX Mutual Fund

NAV$21.85
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Returns Overview

1 Month
+3.67%
3 Months
+5.19%
6 Months
+5.09%
YTD
+4.58%
1 Year
+16.64%
3 Years (annualized)
+24.86%
5 Years (annualized)
+23.96%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLENX 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)
+4.58%
Peer Avg (YTD)
+4.75%
vs Peers
-0.17%

QLENX Mutual Fund Performance

QLENX performance across multiple time periods: 1-month 3.67%, YTD 4.58%, 1-year 16.64%, 3-year 24.86%, 5-year 23.96%, 10-year 11.95%.

QLENX returns trail the peer average of 4.75% YTD. With an expense ratio of 6.06%, investors should weigh costs against performance when evaluating this mutual fund.

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