QSMLX Mutual Fund

QSMLX Mutual Fund

NAV$22.45
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Returns Overview

1 Month
+2.31%
3 Months
+2.72%
6 Months
+15.75%
YTD
+23.73%
1 Year
+30.26%
3 Years (annualized)
+21.45%
5 Years (annualized)
+11.36%
10 Years (annualized)
+11.99%

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
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🏦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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.73%
Peer Avg (YTD)
+15.20%
vs Peers
+8.53%

QSMLX Mutual Fund Performance

QSMLX performance across multiple time periods: 1-month 2.31%, YTD 23.73%, 1-year 30.26%, 3-year 21.45%, 5-year 11.36%, 10-year 11.99%.

QSMLX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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