QLMSTX Mutual Fund

QLMSTX Mutual Fund

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Returns Overview

1 Month
+1.06%
3 Months
-2.51%
6 Months
-1.98%
YTD
+7.03%
1 Year
+4.56%
3 Years (annualized)
+15.55%
5 Years (annualized)
+0.83%
10 Years (annualized)
+13.17%

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
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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)
+7.03%
Peer Avg (YTD)
+12.21%
vs Peers
-5.18%

QLMSTX Mutual Fund Performance

QLMSTX performance across multiple time periods: 1-month 1.06%, YTD 7.03%, 1-year 4.56%, 3-year 15.55%, 5-year 0.83%, 10-year 13.17%.

QLMSTX returns trail the peer average of 12.21% 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.