QLMLFX Mutual Fund

Returns Overview

1 Month
+0.23%
3 Months
+8.38%
6 Months
+6.10%
YTD
+5.82%
1 Year
+12.69%
3 Years (annualized)
+12.19%
5 Years (annualized)
+4.92%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMLFX 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

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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+4.14%
vs Peers
+1.68%

QLMLFX Mutual Fund Performance

QLMLFX performance across multiple time periods: 1-month 0.23%, YTD 5.82%, 1-year 12.69%, 3-year 12.19%, 5-year 4.92%, 10-year 10.93%.

QLMLFX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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