QLMACX

Investment trust

$15.83 +$0.02 (+0.13%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $14.22High $16.25

Has QLMACX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QLMACX returned +9.5%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
QLMACX
+9.5%
S&P 500
+17.3%
Largest decline 
QLMACX
7.1%
S&P 500
8.9%
Risk-adjusted return 
QLMACX
0.57
S&P 500
1.02
Downside risk-adjusted return 
QLMACX
0.85
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.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodQLMACXS&P 500
1 month -0.5% +0.6%
3 months +0.7% +3.4%
Year to date +7.3% +13.3%
1 year +9.5% +17.3%
3 years (annualized) +16.3% +23.1%

Volatility (1-year, annualized): 10.3% · Largest decline (max drawdown, since Oct 2021): 21.4%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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Straight from your broker. Read-only. Never a recommendation.

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