QLMGTX Mutual Fund

Returns Overview

1 Month
+0.78%
3 Months
+11.79%
6 Months
+3.52%
YTD
+3.29%
1 Year
+7.01%
3 Years (annualized)
+13.17%
5 Years (annualized)
+9.65%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMGTX 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
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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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+10.82%
vs Peers
-7.53%

QLMGTX Mutual Fund Performance

QLMGTX performance across multiple time periods: 1-month 0.78%, YTD 3.29%, 1-year 7.01%, 3-year 13.17%, 5-year 9.65%, 10-year 11.19%.

QLMGTX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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