QLMMIX Mutual Fund

QLMMIX Mutual Fund

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

Returns Overview

1 Month
-5.96%
3 Months
-8.43%
6 Months
+1.07%
YTD
-2.22%
1 Year
-5.28%
3 Years (annualized)
+7.79%
5 Years (annualized)
+0.53%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMMIX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
-2.22%
Peer Avg (YTD)
+6.72%
vs Peers
-8.95%

QLMMIX Mutual Fund Performance

QLMMIX performance across multiple time periods: 1-month -5.96%, YTD -2.22%, 1-year -5.28%, 3-year 7.79%, 5-year 0.53%, 10-year 6.98%.

QLMMIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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