QLMAIX Mutual Fund

QLMAIX Mutual Fund

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Returns Overview

1 Month
-2.25%
3 Months
-2.34%
6 Months
+1.36%
YTD
+0.10%
1 Year
+1.49%
3 Years (annualized)
+7.65%
5 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMAIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+4.96%
vs Peers
-4.87%

QLMAIX Mutual Fund Performance

QLMAIX performance across multiple time periods: 1-month -2.25%, YTD 0.10%, 1-year 1.49%, 3-year 7.65%, 5-year 2.03%.

QLMAIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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