QMHRX Mutual Fund

QMHRX Mutual Fund

NAV$11.33
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Returns Overview

1 Month
+1.92%
3 Months
-2.45%
6 Months
+5.48%
YTD
+12.84%
1 Year
+28.21%
3 Years (annualized)
+15.55%
5 Years (annualized)
+17.75%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMHRX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+12.84%
Peer Avg (YTD)
-0.65%
vs Peers
+13.49%

QMHRX Mutual Fund Performance

QMHRX performance across multiple time periods: 1-month 1.92%, YTD 12.84%, 1-year 28.21%, 3-year 15.55%, 5-year 17.75%, 10-year 4.78%.

QMHRX returns outperform the peer average of -0.65% YTD. With an expense ratio of 4.27%, investors should weigh costs against performance when evaluating this mutual fund.

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