PQIIX Mutual Fund

PQIIX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
-3.33%
3 Months
-0.30%
6 Months
+4.40%
YTD
+7.90%
1 Year
+12.64%
3 Years (annualized)
+16.19%
5 Years (annualized)
+9.76%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIIX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+4.96%
vs Peers
+2.94%

PQIIX Mutual Fund Performance

PQIIX performance across multiple time periods: 1-month -3.33%, YTD 7.90%, 1-year 12.64%, 3-year 16.19%, 5-year 9.76%, 10-year 8.73%.

PQIIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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