QLMAGX Mutual Fund

QLMAGX Mutual Fund

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Returns Overview

1 Month
-0.93%
3 Months
+1.39%
6 Months
+2.69%
YTD
+3.69%
1 Year
+9.10%
3 Years (annualized)
+9.59%
5 Years (annualized)
+4.63%

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)
+3.69%
Peer Avg (YTD)
+5.54%
vs Peers
-1.85%

QLMAGX Mutual Fund Performance

QLMAGX performance across multiple time periods: 1-month -0.93%, YTD 3.69%, 1-year 9.10%, 3-year 9.59%, 5-year 4.63%.

QLMAGX returns trail the peer average of 5.54% 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.