QLMSTX Mutual Fund

QLMSTX Mutual Fund

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

Returns Overview

1 Month
-7.41%
3 Months
+0.54%
6 Months
+5.12%
YTD
+11.41%
1 Year
+17.01%
3 Years (annualized)
+7.38%
5 Years (annualized)
-0.48%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMSTX 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)
+11.41%
Peer Avg (YTD)
+15.31%
vs Peers
-3.90%

QLMSTX Mutual Fund Performance

QLMSTX performance across multiple time periods: 1-month -7.41%, YTD 11.41%, 1-year 17.01%, 3-year 7.38%, 5-year -0.48%, 10-year 10.11%.

QLMSTX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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