QALTX Mutual Fund

QALTX Mutual Fund

NAV$10.92
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Returns Overview

1 Month
-1.29%
3 Months
+0.94%
6 Months
+1.32%
YTD
+4.79%
1 Year
+7.92%
3 Years (annualized)
+8.45%
5 Years (annualized)
+4.08%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QALTX 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)
+4.79%
Peer Avg (YTD)
+5.40%
vs Peers
-0.62%

QALTX Mutual Fund Performance

QALTX performance across multiple time periods: 1-month -1.29%, YTD 4.79%, 1-year 7.92%, 3-year 8.45%, 5-year 4.08%, 10-year 4.37%.

QALTX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

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