PQIZX Mutual Fund

PQIZX Mutual Fund

NAV$15.21
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Returns Overview

1 Month
-3.34%
3 Months
-0.43%
6 Months
+4.19%
YTD
+7.54%
1 Year
+12.16%
3 Years (annualized)
+15.75%
5 Years (annualized)
+9.36%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIZX 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)
+7.54%
Peer Avg (YTD)
+4.96%
vs Peers
+2.57%

PQIZX Mutual Fund Performance

PQIZX performance across multiple time periods: 1-month -3.34%, YTD 7.54%, 1-year 12.16%, 3-year 15.75%, 5-year 9.36%, 10-year 8.35%.

PQIZX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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