QLMGTX Mutual Fund

QLMGTX Mutual Fund

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Returns Overview

1 Month
+4.24%
3 Months
+1.16%
6 Months
+4.15%
YTD
+3.68%
1 Year
+5.29%
3 Years (annualized)
+13.61%
5 Years (annualized)
+9.75%
10 Years (annualized)
+11.24%

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
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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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+9.89%
vs Peers
-6.21%

QLMGTX Mutual Fund Performance

QLMGTX performance across multiple time periods: 1-month 4.24%, YTD 3.68%, 1-year 5.29%, 3-year 13.61%, 5-year 9.75%, 10-year 11.24%.

QLMGTX returns trail the peer average of 9.89% 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.