PQIRX Mutual Fund

PQIRX Mutual Fund

NAV$28.34
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Returns Overview

1 Month
-6.04%
3 Months
+0.58%
6 Months
+5.91%
YTD
+8.71%
1 Year
+13.49%
3 Years (annualized)
+14.23%
5 Years (annualized)
+8.23%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+10.00%
vs Peers
-1.29%

PQIRX Mutual Fund Performance

PQIRX performance across multiple time periods: 1-month -6.04%, YTD 8.71%, 1-year 13.49%, 3-year 14.23%, 5-year 8.23%, 10-year 9.20%.

PQIRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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