QLERX Mutual Fund

NAV$21.93
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Returns Overview

1 Month
-2.96%
3 Months
-0.58%
6 Months
-3.51%
YTD
-3.37%
1 Year
+10.31%
3 Years (annualized)
+24.49%
5 Years (annualized)
+22.29%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLERX 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
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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)
-3.37%
Peer Avg (YTD)
+3.47%
vs Peers
-6.85%

QLERX Mutual Fund Performance

QLERX performance across multiple time periods: 1-month -2.96%, YTD -3.37%, 1-year 10.31%, 3-year 24.49%, 5-year 22.29%, 10-year 11.94%.

QLERX returns trail the peer average of 3.47% YTD. With an expense ratio of 5.68%, investors should weigh costs against performance when evaluating this mutual fund.

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