QLMAAX Mutual Fund

QLMAAX Mutual Fund

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Returns Overview

1 Month
-1.03%
3 Months
-0.22%
6 Months
+14.61%
YTD
+10.77%
1 Year
+13.44%
3 Years (annualized)
+18.26%
5 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMAAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+4.96%
vs Peers
+5.80%

QLMAAX Mutual Fund Performance

QLMAAX performance across multiple time periods: 1-month -1.03%, YTD 10.77%, 1-year 13.44%, 3-year 18.26%, 5-year 8.50%.

QLMAAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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