QALAX Mutual Fund

QALAX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
-1.31%
3 Months
+0.76%
6 Months
+1.05%
YTD
+4.35%
1 Year
+7.44%
3 Years (annualized)
+7.75%
5 Years (annualized)
+3.48%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QALAX 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
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📉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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+5.40%
vs Peers
-1.05%

QALAX Mutual Fund Performance

QALAX performance across multiple time periods: 1-month -1.31%, YTD 4.35%, 1-year 7.44%, 3-year 7.75%, 5-year 3.48%, 10-year 3.92%.

QALAX returns trail the peer average of 5.40% YTD. With an expense ratio of 3.06%, investors should weigh costs against performance when evaluating this mutual fund.

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