QLMMIX Mutual Fund

Returns Overview

1 Month
+5.29%
3 Months
+10.38%
6 Months
+7.41%
YTD
+6.78%
1 Year
+9.37%
3 Years (annualized)
+9.09%
5 Years (annualized)
+2.21%
10 Years (annualized)
+7.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMMIX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+10.82%
vs Peers
-4.03%

QLMMIX Mutual Fund Performance

QLMMIX performance across multiple time periods: 1-month 5.29%, YTD 6.78%, 1-year 9.37%, 3-year 9.09%, 5-year 2.21%, 10-year 7.26%.

QLMMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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