PQNAX Mutual Fund

PQNAX Mutual Fund

NAV$29.32
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Returns Overview

1 Month
-4.00%
3 Months
-1.52%
6 Months
+10.66%
YTD
+11.83%
1 Year
+13.80%
3 Years (annualized)
+10.46%
5 Years (annualized)
+6.43%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQNAX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+6.72%
vs Peers
+5.11%

PQNAX Mutual Fund Performance

PQNAX performance across multiple time periods: 1-month -4.00%, YTD 11.83%, 1-year 13.80%, 3-year 10.46%, 5-year 6.43%, 10-year 9.31%.

PQNAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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