QLMPTX Mutual Fund

QLMPTX Mutual Fund

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Returns Overview

1 Month
+6.43%
3 Months
-1.69%
6 Months
+0.21%
YTD
+3.90%
1 Year
+4.84%
3 Years (annualized)
+11.55%
5 Years (annualized)
+0.49%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMPTX 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)
+3.90%
Peer Avg (YTD)
+10.76%
vs Peers
-6.86%

QLMPTX Mutual Fund Performance

QLMPTX performance across multiple time periods: 1-month 6.43%, YTD 3.90%, 1-year 4.84%, 3-year 11.55%, 5-year 0.49%, 10-year 8.17%.

QLMPTX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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