QLMABX Mutual Fund

QLMABX Mutual Fund

See how much of QLMABX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.03%
3 Months
-0.27%
6 Months
+14.49%
YTD
+10.56%
1 Year
+13.20%
3 Years (annualized)
+17.94%
5 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMABX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+4.96%
vs Peers
+5.60%

QLMABX Mutual Fund Performance

QLMABX performance across multiple time periods: 1-month -1.03%, YTD 10.56%, 1-year 13.20%, 3-year 17.94%, 5-year 8.07%.

QLMABX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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