QLMAGX Mutual Fund

QLMAGX Mutual Fund

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Returns Overview

1 Month
-2.01%
3 Months
-1.71%
6 Months
+4.82%
YTD
+2.88%
1 Year
+4.70%
3 Years (annualized)
+10.60%
5 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMAGX 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)
+2.88%
Peer Avg (YTD)
+4.96%
vs Peers
-2.09%

QLMAGX Mutual Fund Performance

QLMAGX performance across multiple time periods: 1-month -2.01%, YTD 2.88%, 1-year 4.70%, 3-year 10.60%, 5-year 4.22%.

QLMAGX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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