QLMSIX Mutual Fund

Returns Overview

1 Month
+6.98%
3 Months
+21.75%
6 Months
+20.45%
YTD
+18.72%
1 Year
+28.58%
3 Years (annualized)
+12.61%
5 Years (annualized)
+3.76%
10 Years (annualized)
+14.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMSIX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.72%
Peer Avg (YTD)
+18.52%
vs Peers
+0.20%

QLMSIX Mutual Fund Performance

QLMSIX performance across multiple time periods: 1-month 6.98%, YTD 18.72%, 1-year 28.58%, 3-year 12.61%, 5-year 3.76%, 10-year 14.51%.

QLMSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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