QLFIX Mutual Fund

QLFIX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
+1.92%
3 Months
+3.17%
6 Months
+1.56%
YTD
-1.85%
1 Year
+16.44%

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)
-1.85%
Peer Avg (YTD)
+2.39%
vs Peers
-4.23%

QLFIX Mutual Fund Performance

QLFIX performance across multiple time periods: 1-month 1.92%, YTD -1.85%, 1-year 16.44%.

QLFIX returns trail the peer average of 2.39% 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.