QMHRX Mutual Fund

QMHRX Mutual Fund

NAV$12.43
See how much of QMHRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.25%
3 Months
+13.88%
6 Months
+10.75%
YTD
+24.70%
1 Year
+31.16%
3 Years (annualized)
+15.21%
5 Years (annualized)
+18.98%
10 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMHRX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+24.70%
Peer Avg (YTD)
+7.57%
vs Peers
+17.13%

QMHRX Mutual Fund Performance

QMHRX performance across multiple time periods: 1-month 8.25%, YTD 24.70%, 1-year 31.16%, 3-year 15.21%, 5-year 18.98%, 10-year 5.56%.

QMHRX returns outperform the peer average of 7.57% YTD. With an expense ratio of 4.27%, investors should weigh costs against performance when evaluating this mutual fund.

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