QLMAHX Mutual Fund

QLMAHX Mutual Fund

See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.21%
3 Months
+6.57%
6 Months
+4.59%
YTD
+4.59%
1 Year
+10.34%
3 Years (annualized)
+10.13%
5 Years (annualized)
+4.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.59%
Peer Avg (YTD)
+5.87%
vs Peers
-1.28%

QLMAHX Mutual Fund Performance

QLMAHX performance across multiple time periods: 1-month 0.21%, YTD 4.59%, 1-year 10.34%, 3-year 10.13%, 5-year 4.48%.

QLMAHX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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