QLMLOX Mutual Fund

QLMLOX Mutual Fund

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Returns Overview

1 Month
+11.58%
3 Months
+1.91%
6 Months
-2.32%
YTD
+1.49%
1 Year
+18.42%
3 Years (annualized)
+19.90%
5 Years (annualized)
+11.31%
10 Years (annualized)
+14.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMLOX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+3.42%
vs Peers
-1.93%

QLMLOX Mutual Fund Performance

QLMLOX performance across multiple time periods: 1-month 11.58%, YTD 1.49%, 1-year 18.42%, 3-year 19.90%, 5-year 11.31%, 10-year 14.84%.

QLMLOX returns trail the peer average of 3.42% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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