QLMABX Mutual Fund

QLMABX Mutual Fund

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Returns Overview

1 Month
+2.28%
3 Months
+1.53%
6 Months
+8.97%
YTD
+11.72%
1 Year
+17.64%
3 Years (annualized)
+17.94%
5 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMABX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+6.28%
vs Peers
+5.44%

QLMABX Mutual Fund Performance

QLMABX performance across multiple time periods: 1-month 2.28%, YTD 11.72%, 1-year 17.64%, 3-year 17.94%, 5-year 8.07%.

QLMABX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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