QLMAJX Mutual Fund

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Returns Overview

3 Months
+3.80%
6 Months
+2.41%
YTD
+2.41%
1 Year
+6.69%
3 Years (annualized)
+7.36%
5 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMAJX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+5.87%
vs Peers
-3.46%

QLMAJX Mutual Fund Performance

QLMAJX performance across multiple time periods: YTD 2.41%, 1-year 6.69%, 3-year 7.36%, 5-year 2.22%.

QLMAJX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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