QSMLX Mutual Fund

NAV$22.88

Returns Overview

1 Month
+5.54%
3 Months
+24.40%
6 Months
+28.03%
YTD
+27.12%
1 Year
+44.95%
3 Years (annualized)
+21.29%
5 Years (annualized)
+10.75%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QSMLX 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 Index(^RUT)
This Mutual Fund (YTD)
+27.12%
Peer Avg (YTD)
+18.52%
vs Peers
+8.59%

QSMLX Mutual Fund Performance

QSMLX performance across multiple time periods: 1-month 5.54%, YTD 27.12%, 1-year 44.95%, 3-year 21.29%, 5-year 10.75%, 10-year 12.42%.

QSMLX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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