QLMYTX Mutual Fund

Returns Overview

1 Month
+0.33%
3 Months
+2.81%
6 Months
+2.34%
YTD
+2.34%
1 Year
+7.19%
3 Years (annualized)
+8.85%
5 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QLMYTX 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

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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
Bloomberg Barclays Global High Yield (USD)(^LG30TRUU)
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+0.99%
vs Peers
+1.34%

QLMYTX Mutual Fund Performance

QLMYTX performance across multiple time periods: 1-month 0.33%, YTD 2.34%, 1-year 7.19%, 3-year 8.85%, 5-year 2.31%.

QLMYTX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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