QLMSIX Mutual Fund

QLMSIX Mutual Fund

See how much of QLMSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.07%
3 Months
-2.48%
6 Months
-1.87%
YTD
+7.25%
1 Year
+4.81%
3 Years (annualized)
+14.55%
5 Years (annualized)
-1.65%
10 Years (annualized)
+8.67%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+12.21%
vs Peers
-4.96%

QLMSIX Mutual Fund Performance

QLMSIX performance across multiple time periods: 1-month 1.07%, YTD 7.25%, 1-year 4.81%, 3-year 14.55%, 5-year -1.65%, 10-year 8.67%.

QLMSIX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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