QLMADX Mutual Fund

QLMADX Mutual Fund

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Returns Overview

1 Month
-1.44%
3 Months
-1.01%
6 Months
+9.98%
YTD
+6.95%
1 Year
+9.17%
3 Years (annualized)
+14.67%
5 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMADX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+4.96%
vs Peers
+1.98%

QLMADX Mutual Fund Performance

QLMADX performance across multiple time periods: 1-month -1.44%, YTD 6.95%, 1-year 9.17%, 3-year 14.67%, 5-year 6.45%.

QLMADX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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