QLMAAX Mutual Fund

QLMAAX Mutual Fund

See how much of QLMAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.26%
3 Months
-0.06%
6 Months
+3.90%
YTD
+9.37%
1 Year
+10.18%
3 Years (annualized)
+20.03%
5 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMAAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+5.30%
vs Peers
+4.07%

QLMAAX Mutual Fund Performance

QLMAAX performance across multiple time periods: 1-month -1.26%, YTD 9.37%, 1-year 10.18%, 3-year 20.03%, 5-year 7.70%.

QLMAAX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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