QLMAFX Mutual Fund

QLMAFX Mutual Fund

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Returns Overview

1 Month
-1.20%
3 Months
+2.09%
6 Months
+3.89%
YTD
+5.28%
1 Year
+11.49%
3 Years (annualized)
+11.38%
5 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMAFX 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
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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)
+5.28%
Peer Avg (YTD)
+5.54%
vs Peers
-0.25%

QLMAFX Mutual Fund Performance

QLMAFX performance across multiple time periods: 1-month -1.20%, YTD 5.28%, 1-year 11.49%, 3-year 11.38%, 5-year 5.34%.

QLMAFX returns trail 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.

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