QLMAHX Mutual Fund

QLMAHX Mutual Fund

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Returns Overview

1 Month
-1.01%
3 Months
+1.32%
6 Months
+2.54%
YTD
+3.53%
1 Year
+8.77%
3 Years (annualized)
+9.31%
5 Years (annualized)
+3.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMAHX 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)
+3.53%
Peer Avg (YTD)
+5.54%
vs Peers
-2.01%

QLMAHX Mutual Fund Performance

QLMAHX performance across multiple time periods: 1-month -1.01%, YTD 3.53%, 1-year 8.77%, 3-year 9.31%, 5-year 3.95%.

QLMAHX 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.

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