QLERX Mutual Fund

QLERX Mutual Fund

NAV$22.43
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Returns Overview

1 Month
+4.65%
3 Months
+3.95%
6 Months
+2.23%
YTD
+1.12%
1 Year
+16.61%
3 Years (annualized)
+24.87%
5 Years (annualized)
+23.14%
10 Years (annualized)
+12.09%

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
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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)
+1.12%
Peer Avg (YTD)
+2.39%
vs Peers
-1.26%

QLERX Mutual Fund Performance

QLERX performance across multiple time periods: 1-month 4.65%, YTD 1.12%, 1-year 16.61%, 3-year 24.87%, 5-year 23.14%, 10-year 12.09%.

QLERX returns trail the peer average of 2.39% YTD. With an expense ratio of 5.68%, investors should weigh costs against performance when evaluating this mutual fund.

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