QLFNX Mutual Fund

NAV$11.31

Returns Overview

1 Month
-0.44%
3 Months
+1.62%
6 Months
-1.99%
YTD
-5.04%
1 Year
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLFNX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-5.04%
Peer Avg (YTD)
+3.47%
vs Peers
-8.51%

QLFNX Mutual Fund Performance

QLFNX performance across multiple time periods: 1-month -0.44%, YTD -5.04%, 1-year 13.27%.

QLFNX returns trail the peer average of 3.47% YTD. With an expense ratio of 7.34%, investors should weigh costs against performance when evaluating this mutual fund.

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