QLMYTX Mutual Fund

QLMYTX Mutual Fund

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Returns Overview

1 Month
-0.75%
3 Months
+0.18%
6 Months
+0.79%
YTD
+1.57%
1 Year
+5.58%
3 Years (annualized)
+7.76%
5 Years (annualized)
+2.16%
10 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMYTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global High Yield (USD)(^LG30TRUU)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+0.25%
vs Peers
+1.32%

QLMYTX Mutual Fund Performance

QLMYTX performance across multiple time periods: 1-month -0.75%, YTD 1.57%, 1-year 5.58%, 3-year 7.76%, 5-year 2.16%, 10-year 4.22%.

QLMYTX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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