QMHRX Mutual Fund

NAV$11.12

Returns Overview

1 Month
+2.11%
3 Months
-3.89%
6 Months
+2.39%
YTD
+11.20%
1 Year
+26.94%
3 Years (annualized)
+13.40%
5 Years (annualized)
+16.27%
10 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMHRX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+12.13%
vs Peers
-0.93%

QMHRX Mutual Fund Performance

QMHRX performance across multiple time periods: 1-month 2.11%, YTD 11.20%, 1-year 26.94%, 3-year 13.40%, 5-year 16.27%, 10-year 4.64%.

QMHRX returns trail the peer average of 12.13% YTD. With an expense ratio of 4.27%, investors should weigh costs against performance when evaluating this mutual fund.

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