PQIAX Mutual Fund

PQIAX Mutual Fund

NAV$45.43
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Returns Overview

1 Month
-3.53%
3 Months
-0.19%
6 Months
+7.59%
YTD
+8.60%
1 Year
+13.12%
3 Years (annualized)
+17.10%
5 Years (annualized)
+9.11%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+10.00%
vs Peers
-1.40%

PQIAX Mutual Fund Performance

PQIAX performance across multiple time periods: 1-month -3.53%, YTD 8.60%, 1-year 13.12%, 3-year 17.10%, 5-year 9.11%, 10-year 11.37%.

PQIAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

PQIAX vs another fund shows side-by-side returns. PQIAX alternatives are available in the Mutual Fund Screener.