QLMAEX Mutual Fund

QLMAEX Mutual Fund

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Returns Overview

1 Month
+1.64%
3 Months
+0.85%
6 Months
+5.03%
YTD
+7.13%
1 Year
+11.61%
3 Years (annualized)
+12.95%
5 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMAEX 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)
+7.13%
Peer Avg (YTD)
+6.28%
vs Peers
+0.85%

QLMAEX Mutual Fund Performance

QLMAEX performance across multiple time periods: 1-month 1.64%, YTD 7.13%, 1-year 11.61%, 3-year 12.95%, 5-year 5.61%.

QLMAEX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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