QLMGOX Mutual Fund

Returns Overview

1 Month
+0.80%
3 Months
+11.87%
6 Months
+3.67%
YTD
+3.45%
1 Year
+7.34%
3 Years (annualized)
+13.46%
5 Years (annualized)
+2.39%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMGOX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+10.82%
vs Peers
-7.36%

QLMGOX Mutual Fund Performance

QLMGOX performance across multiple time periods: 1-month 0.80%, YTD 3.45%, 1-year 7.34%, 3-year 13.46%, 5-year 2.39%, 10-year 7.31%.

QLMGOX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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