QMLFX Mutual Fund

QMLFX Mutual Fund

NAV$13.10
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Returns Overview

1 Month
-0.23%
3 Months
-4.48%
6 Months
+16.67%
YTD
+14.11%
1 Year
+12.96%
3 Years (annualized)
+10.96%
5 Years (annualized)
+1.14%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMLFX 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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+14.11%
Peer Avg (YTD)
+9.98%
vs Peers
+4.13%

QMLFX Mutual Fund Performance

QMLFX performance across multiple time periods: 1-month -0.23%, YTD 14.11%, 1-year 12.96%, 3-year 10.96%, 5-year 1.14%, 10-year 9.62%.

QMLFX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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