QALGX

Mutual fund

$40.84 +$0.33 (+0.81%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $33.80High $43.01

Has QALGX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QALGX returned +9.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
QALGX
+9.4%
S&P 500
+16.6%
Largest decline 
QALGX
15.9%
S&P 500
8.9%
Risk-adjusted return 
QALGX
0.37
S&P 500
0.97
Downside risk-adjusted return 
QALGX
0.53
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodQALGXS&P 500
1 month -0.9% +0.6%
3 months +2.9% +3.4%
Year to date +5.8% +13.3%
1 year +9.4% +16.6%
3 years (annualized) +26.3% +23.1%

Volatility (1-year, annualized): 18.8% · Largest decline (max drawdown, since Oct 2021): 30.1%

How are your investments doing?

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