QLFIX Mutual Fund

QLFIX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
+6.50%
3 Months
+4.97%
6 Months
+8.73%
YTD
+4.53%
1 Year
+18.70%

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
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📉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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+4.75%
vs Peers
-0.22%

QLFIX Mutual Fund Performance

QLFIX performance across multiple time periods: 1-month 6.50%, YTD 4.53%, 1-year 18.70%.

QLFIX returns trail the peer average of 4.75% YTD. With an expense ratio of 7.09%, investors should weigh costs against performance when evaluating this mutual fund.

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