QALTX Mutual Fund

NAV$10.70

Returns Overview

1 Month
-3.36%
3 Months
+0.38%
6 Months
+4.52%
YTD
+3.81%
1 Year
+14.81%
3 Years (annualized)
+7.68%
5 Years (annualized)
+3.76%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QALTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+3.47%
vs Peers
+0.34%

QALTX Mutual Fund Performance

QALTX performance across multiple time periods: 1-month -3.36%, YTD 3.81%, 1-year 14.81%, 3-year 7.68%, 5-year 3.76%, 10-year 4.19%.

QALTX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

QALTX performance comparison shows side-by-side returns with another fund. QALTX alternatives are available in the Mutual Fund Screener.