QALGX Mutual Fund

QALGX Mutual Fund

NAV$39.31
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Returns Overview

1 Month
-5.19%
6 Months
+1.15%
YTD
+3.83%
1 Year
+1.83%
3 Years (annualized)
+24.57%
5 Years (annualized)
+12.55%
10 Years (annualized)
+18.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QALGX 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
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📉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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+5.14%
vs Peers
-1.31%

QALGX Mutual Fund Performance

QALGX performance across multiple time periods: 1-month -5.19%, YTD 3.83%, 1-year 1.83%, 3-year 24.57%, 5-year 12.55%, 10-year 18.60%.

QALGX returns trail the peer average of 5.14% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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