QLFNX Mutual Fund

QLFNX Mutual Fund

NAV$12.79
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Returns Overview

1 Month
+6.42%
3 Months
+4.89%
6 Months
+8.56%
YTD
+4.37%
1 Year
+18.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLFNX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+4.75%
vs Peers
-0.38%

QLFNX Mutual Fund Performance

QLFNX performance across multiple time periods: 1-month 6.42%, YTD 4.37%, 1-year 18.43%.

QLFNX returns trail the peer average of 4.75% YTD. With an expense ratio of 7.34%, investors should weigh costs against performance when evaluating this mutual fund.

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