QMLAX Mutual Fund

NAV$12.68

Returns Overview

1 Month
+2.31%
3 Months
+21.95%
6 Months
+20.07%
YTD
+19.10%
1 Year
+30.65%
3 Years (annualized)
+11.01%
5 Years (annualized)
+1.36%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMLAX 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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+19.10%
Peer Avg (YTD)
+9.51%
vs Peers
+9.60%

QMLAX Mutual Fund Performance

QMLAX performance across multiple time periods: 1-month 2.31%, YTD 19.10%, 1-year 30.65%, 3-year 11.01%, 5-year 1.36%, 10-year 12.03%.

QMLAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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