QLMADX Mutual Fund

QLMADX Mutual Fund

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Returns Overview

1 Month
-1.38%
3 Months
+2.61%
6 Months
+4.92%
YTD
+6.54%
1 Year
+13.38%
3 Years (annualized)
+13.17%
5 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMADX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.54%
Peer Avg (YTD)
+5.54%
vs Peers
+1.00%

QLMADX Mutual Fund Performance

QLMADX performance across multiple time periods: 1-month -1.38%, YTD 6.54%, 1-year 13.38%, 3-year 13.17%, 5-year 6.41%.

QLMADX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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