QLMAJX Mutual Fund

QLMAJX Mutual Fund

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Returns Overview

1 Month
+0.85%
3 Months
-0.09%
6 Months
+0.76%
YTD
+2.31%
1 Year
+4.97%
3 Years (annualized)
+7.41%
5 Years (annualized)
+1.84%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+6.28%
vs Peers
-3.97%

QLMAJX Mutual Fund Performance

QLMAJX performance across multiple time periods: 1-month 0.85%, YTD 2.31%, 1-year 4.97%, 3-year 7.41%, 5-year 1.84%.

QLMAJX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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