PQIPX Mutual Fund

PQIPX Mutual Fund

NAV$15.29
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Returns Overview

1 Month
-3.34%
3 Months
-0.38%
6 Months
+4.34%
YTD
+7.75%
1 Year
+12.43%
3 Years (annualized)
+16.06%
5 Years (annualized)
+9.65%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIPX 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)
+7.75%
Peer Avg (YTD)
+4.96%
vs Peers
+2.78%

PQIPX Mutual Fund Performance

PQIPX performance across multiple time periods: 1-month -3.34%, YTD 7.75%, 1-year 12.43%, 3-year 16.06%, 5-year 9.65%, 10-year 8.62%.

PQIPX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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