QLMSIX Mutual Fund

QLMSIX Mutual Fund

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Returns Overview

1 Month
-7.37%
3 Months
+0.62%
6 Months
+5.23%
YTD
+11.58%
1 Year
+17.31%
3 Years (annualized)
+7.64%
5 Years (annualized)
-0.23%
10 Years (annualized)
+10.38%

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
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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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.58%
Peer Avg (YTD)
+15.31%
vs Peers
-3.73%

QLMSIX Mutual Fund Performance

QLMSIX performance across multiple time periods: 1-month -7.37%, YTD 11.58%, 1-year 17.31%, 3-year 7.64%, 5-year -0.23%, 10-year 10.38%.

QLMSIX returns trail the peer average of 15.31% 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.