QLMLTX

Investment trust

$14.70 +$0.03 (+0.20%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $13.56High $15.80

Has QLMLTX beaten the S&P 500?

Over the last year (to Oct 19, 2026), QLMLTX returned +13.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
QLMLTX
+13.4%
S&P 500
+16.6%
Largest decline 
QLMLTX
8.4%
S&P 500
8.9%
Risk-adjusted return 
QLMLTX
0.77
S&P 500
0.97
Downside risk-adjusted return 
QLMLTX
1.13
S&P 500
1.43

Oct 17, 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

PeriodQLMLTXS&P 500
1 month -0.1% +0.6%
3 months +2.3% +3.4%
Year to date +10.5% +13.3%
1 year +13.4% +16.6%
3 years (annualized) +17.9% +23.1%

Volatility (1-year, annualized): 12.3% · Largest decline (max drawdown, since Oct 2021): 23.9%

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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