QLMGTX Mutual Fund

QLMGTX Mutual Fund

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Returns Overview

1 Month
-3.70%
3 Months
+2.23%
6 Months
+2.87%
YTD
-0.54%
1 Year
+1.77%
3 Years (annualized)
+10.05%
5 Years (annualized)
+2.15%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMGTX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
+9.54%
vs Peers
-10.08%

QLMGTX Mutual Fund Performance

QLMGTX performance across multiple time periods: 1-month -3.70%, YTD -0.54%, 1-year 1.77%, 3-year 10.05%, 5-year 2.15%, 10-year 7.09%.

QLMGTX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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