QLMAOX Mutual Fund

Returns Overview

1 Month
-5.44%
3 Months
-3.71%
6 Months
-2.76%
YTD
-3.95%
1 Year
+13.84%
3 Years (annualized)
+15.77%
5 Years (annualized)
+11.38%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMAOX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.95%
Peer Avg (YTD)
-2.69%
vs Peers
-1.26%

QLMAOX Mutual Fund Performance

QLMAOX performance across multiple time periods: 1-month -5.44%, YTD -3.95%, 1-year 13.84%, 3-year 15.77%, 5-year 11.38%, 10-year 14.35%.

QLMAOX returns trail the peer average of -2.69% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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