QLMPTX Mutual Fund

Returns Overview

1 Month
+5.27%
3 Months
+10.34%
6 Months
+7.33%
YTD
+6.70%
1 Year
+9.11%
3 Years (annualized)
+8.83%
5 Years (annualized)
+4.34%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMPTX 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)
+6.70%
Peer Avg (YTD)
+10.82%
vs Peers
-4.12%

QLMPTX Mutual Fund Performance

QLMPTX performance across multiple time periods: 1-month 5.27%, YTD 6.70%, 1-year 9.11%, 3-year 8.83%, 5-year 4.34%, 10-year 8.46%.

QLMPTX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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