QLFRX Mutual Fund

NAV$11.91

Returns Overview

1 Month
-3.20%
3 Months
+7.48%
6 Months
-4.49%
YTD
-3.61%
1 Year
+13.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLFRX 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)
-3.61%
Peer Avg (YTD)
+3.47%
vs Peers
-7.08%

QLFRX Mutual Fund Performance

QLFRX performance across multiple time periods: 1-month -3.20%, YTD -3.61%, 1-year 13.57%.

QLFRX returns trail the peer average of 3.47% YTD. With an expense ratio of 6.94%, investors should weigh costs against performance when evaluating this mutual fund.

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