QLMABX Mutual Fund

Returns Overview

1 Month
+0.75%
3 Months
+14.80%
6 Months
+10.87%
YTD
+10.87%
1 Year
+20.52%
3 Years (annualized)
+17.72%
5 Years (annualized)
+8.89%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.87%
Peer Avg (YTD)
+5.87%
vs Peers
+5.00%

QLMABX Mutual Fund Performance

QLMABX performance across multiple time periods: 1-month 0.75%, YTD 10.87%, 1-year 20.52%, 3-year 17.72%, 5-year 8.89%.

QLMABX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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