QLMSTX Mutual Fund

QLMSTX Mutual Fund

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Returns Overview

1 Month
-4.02%
3 Months
-10.69%
6 Months
+8.70%
YTD
+5.90%
1 Year
+4.74%
3 Years (annualized)
+10.67%
5 Years (annualized)
+1.90%
10 Years (annualized)
+13.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMSTX 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)
+5.90%
Peer Avg (YTD)
+10.34%
vs Peers
-4.44%

QLMSTX Mutual Fund Performance

QLMSTX performance across multiple time periods: 1-month -4.02%, YTD 5.90%, 1-year 4.74%, 3-year 10.67%, 5-year 1.90%, 10-year 13.52%.

QLMSTX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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