QMHNX Mutual Fund

NAV$11.07

Returns Overview

1 Month
-3.61%
3 Months
-2.93%
6 Months
+10.49%
YTD
+9.17%
1 Year
+26.52%
3 Years (annualized)
+12.98%
5 Years (annualized)
+15.85%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMHNX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+12.13%
vs Peers
-2.96%

QMHNX Mutual Fund Performance

QMHNX performance across multiple time periods: 1-month -3.61%, YTD 9.17%, 1-year 26.52%, 3-year 12.98%, 5-year 15.85%, 10-year 4.26%.

QMHNX returns trail the peer average of 12.13% YTD. With an expense ratio of 4.67%, investors should weigh costs against performance when evaluating this mutual fund.

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