QLMLTX Mutual Fund

Returns Overview

1 Month
+0.26%
3 Months
+13.21%
6 Months
+9.29%
YTD
+8.91%
1 Year
+18.47%
3 Years (annualized)
+16.94%
5 Years (annualized)
+6.69%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMLTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+6.73%
vs Peers
+2.18%

QLMLTX Mutual Fund Performance

QLMLTX performance across multiple time periods: 1-month 0.26%, YTD 8.91%, 1-year 18.47%, 3-year 16.94%, 5-year 6.69%, 10-year 8.37%.

QLMLTX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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