QLMMIX Mutual Fund

QLMMIX Mutual Fund

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Returns Overview

1 Month
-1.70%
3 Months
+2.52%
6 Months
-0.47%
YTD
+3.98%
1 Year
+1.76%
3 Years (annualized)
+7.79%
5 Years (annualized)
+0.53%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMMIX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+9.89%
vs Peers
-5.91%

QLMMIX Mutual Fund Performance

QLMMIX performance across multiple time periods: 1-month -1.70%, YTD 3.98%, 1-year 1.76%, 3-year 7.79%, 5-year 0.53%, 10-year 6.98%.

QLMMIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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