QLMGOX

Investment trust

$13.64 +$0.05 (+0.37%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.60High $16.49

Has QLMGOX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QLMGOX returned -1.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
QLMGOX
-1.1%
S&P 500
+16.6%
Largest decline 
QLMGOX
14.9%
S&P 500
8.9%
Risk-adjusted return 
QLMGOX
-0.18
S&P 500
0.97
Downside risk-adjusted return 
QLMGOX
-0.26
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

PeriodQLMGOXS&P 500
1 month -0.6% +0.6%
3 months -1.2% +3.4%
Year to date +0.4% +13.3%
1 year -1.1% +16.6%
3 years (annualized) +11.5% +23.1%

Volatility (1-year, annualized): 18.2% · Largest decline (max drawdown, since Oct 2021): 38.7%

How are your investments doing?

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