QLMSIX Mutual Fund

QLMSIX Mutual Fund

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Returns Overview

1 Month
-4.00%
3 Months
-10.62%
6 Months
+8.82%
YTD
+6.12%
1 Year
+5.02%
3 Years (annualized)
+9.73%
5 Years (annualized)
-0.61%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMSIX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+10.34%
vs Peers
-4.22%

QLMSIX Mutual Fund Performance

QLMSIX performance across multiple time periods: 1-month -4.00%, YTD 6.12%, 1-year 5.02%, 3-year 9.73%, 5-year -0.61%, 10-year 9.00%.

QLMSIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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