QLSGX Mutual Fund

NAV$38.59

Returns Overview

1 Month
+4.56%
3 Months
+28.57%
6 Months
+24.92%
YTD
+24.92%
1 Year
+46.14%
3 Years (annualized)
+21.25%
5 Years (annualized)
+13.51%
10 Years (annualized)
+17.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLSGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+24.92%
Peer Avg (YTD)
+18.52%
vs Peers
+6.40%

QLSGX Mutual Fund Performance

QLSGX performance across multiple time periods: 1-month 4.56%, YTD 24.92%, 1-year 46.14%, 3-year 21.25%, 5-year 13.51%, 10-year 17.85%.

QLSGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

QLSGX performance comparison shows side-by-side returns with another fund. QLSGX alternatives are available in the Mutual Fund Screener.