QLMVIX Mutual Fund

QLMVIX Mutual Fund

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Returns Overview

1 Month
-5.18%
3 Months
+2.14%
6 Months
+4.27%
YTD
+1.24%
1 Year
+11.98%
3 Years (annualized)
+11.77%
5 Years (annualized)
+8.11%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMVIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
-0.09%
vs Peers
+1.33%

QLMVIX Mutual Fund Performance

QLMVIX performance across multiple time periods: 1-month -5.18%, YTD 1.24%, 1-year 11.98%, 3-year 11.77%, 5-year 8.11%, 10-year 10.24%.

QLMVIX returns outperform the peer average of -0.09% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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