QLFIX Mutual Fund

NAV$11.89

Returns Overview

1 Month
-3.29%
3 Months
+7.49%
6 Months
-4.57%
YTD
-3.69%
1 Year
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLFIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-3.69%
Peer Avg (YTD)
+3.47%
vs Peers
-7.16%

QLFIX Mutual Fund Performance

QLFIX performance across multiple time periods: 1-month -3.29%, YTD -3.69%, 1-year 13.46%.

QLFIX returns trail the peer average of 3.47% YTD. With an expense ratio of 7.09%, investors should weigh costs against performance when evaluating this mutual fund.

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