QLMMIX Mutual Fund

QLMMIX Mutual Fund

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Returns Overview

1 Month
-0.94%
3 Months
+1.95%
6 Months
+3.95%
YTD
+5.78%
1 Year
+5.66%
3 Years (annualized)
+7.64%
5 Years (annualized)
+2.17%
10 Years (annualized)
+8.04%

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)
+5.78%
Peer Avg (YTD)
+9.54%
vs Peers
-3.76%

QLMMIX Mutual Fund Performance

QLMMIX performance across multiple time periods: 1-month -0.94%, YTD 5.78%, 1-year 5.66%, 3-year 7.64%, 5-year 2.17%, 10-year 8.04%.

QLMMIX returns trail the peer average of 9.54% 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.