MQLKX Mutual Fund

MQLKX Mutual Fund

NAV$5.77
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Returns Overview

1 Month
-0.63%
3 Months
-0.22%
6 Months
+0.50%
YTD
+0.91%
1 Year
+2.12%
3 Years (annualized)
+5.18%
5 Years (annualized)
+2.73%
10 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MQLKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-3 Year US Government/Credit Index(^BBGUSCR13Y)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+0.50%
vs Peers
+0.41%

MQLKX Mutual Fund Performance

MQLKX performance across multiple time periods: 1-month -0.63%, YTD 0.91%, 1-year 2.12%, 3-year 5.18%, 5-year 2.73%, 10-year 2.67%.

MQLKX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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