QLMABX

Investment trust

$18.11 +$0.04 (+0.22%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $15.63High $18.66

Has QLMABX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QLMABX returned +13.2%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
QLMABX
+13.2%
S&P 500
+17.3%
Largest decline 
QLMABX
8.9%
S&P 500
8.9%
Risk-adjusted return 
QLMABX
0.74
S&P 500
1.02
Downside risk-adjusted return 
QLMABX
1.10
S&P 500
1.53

Oct 16, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

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Returns by period

PeriodQLMABXS&P 500
1 month -0.5% +0.6%
3 months +1.5% +3.4%
Year to date +10.2% +13.3%
1 year +13.2% +17.3%
3 years (annualized) +19.5% +23.1%

Volatility (1-year, annualized): 13.1% · Largest decline (max drawdown, since Oct 2021): 23.0%

How are your investments doing?

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