QLMAHX

Investment trust

$12.69 -$0.01 (-0.08%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $11.95High $13.01

Has QLMAHX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QLMAHX returned +4.6%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
QLMAHX
+4.6%
S&P 500
+17.3%
Largest decline 
QLMAHX
5.2%
S&P 500
8.9%
Risk-adjusted return 
QLMAHX
0.13
S&P 500
1.02
Downside risk-adjusted return 
QLMAHX
0.19
S&P 500
1.53

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

How are your investments doing?

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Returns by period

PeriodQLMAHXS&P 500
1 month -0.5% +0.6%
3 months -0.5% +3.4%
Year to date +3.2% +13.3%
1 year +4.6% +17.3%
3 years (annualized) +11.4% +23.1%

Volatility (1-year, annualized): 7.0% · Largest decline (max drawdown, since Oct 2021): 18.0%

How are your investments doing?

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