QMLFX Mutual Fund

QMLFX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
-4.76%
3 Months
-1.04%
6 Months
+1.14%
YTD
+8.68%
1 Year
+3.93%
3 Years (annualized)
+13.00%
5 Years (annualized)
+0.69%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMLFX 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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+9.28%
vs Peers
-0.60%

QMLFX Mutual Fund Performance

QMLFX performance across multiple time periods: 1-month -4.76%, YTD 8.68%, 1-year 3.93%, 3-year 13.00%, 5-year 0.69%, 10-year 9.29%.

QMLFX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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