QLENX Mutual Fund

NAV$21.05

Returns Overview

1 Month
-2.99%
3 Months
-0.65%
6 Months
-3.65%
YTD
-3.55%
1 Year
+9.92%
3 Years (annualized)
+24.07%
5 Years (annualized)
+21.89%
10 Years (annualized)
+11.38%

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
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)
-3.55%
Peer Avg (YTD)
+3.47%
vs Peers
-7.03%

QLENX Mutual Fund Performance

QLENX performance across multiple time periods: 1-month -2.99%, YTD -3.55%, 1-year 9.92%, 3-year 24.07%, 5-year 21.89%, 10-year 11.38%.

QLENX returns trail the peer average of 3.47% YTD. With an expense ratio of 6.06%, investors should weigh costs against performance when evaluating this mutual fund.

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