QLMAGX

Investment trust

$12.74 $0.00 (0.00%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $11.97High $13.05

Has QLMAGX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QLMAGX returned +4.9%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
QLMAGX
+4.9%
S&P 500
+17.3%
Largest decline 
QLMAGX
5.2%
S&P 500
8.9%
Risk-adjusted return 
QLMAGX
0.18
S&P 500
1.02
Downside risk-adjusted return 
QLMAGX
0.26
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

PeriodQLMAGXS&P 500
1 month -0.4% +0.6%
3 months -0.3% +3.4%
Year to date +3.4% +13.3%
1 year +4.9% +17.3%
3 years (annualized) +11.7% +23.1%

Volatility (1-year, annualized): 7.0% · Largest decline (max drawdown, since Oct 2021): 17.8%

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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