PQNCX Mutual Fund

PQNCX Mutual Fund

NAV$19.60
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Returns Overview

1 Month
-4.02%
3 Months
-1.70%
6 Months
+10.28%
YTD
+11.25%
1 Year
+12.93%
3 Years (annualized)
+9.62%
5 Years (annualized)
+5.64%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQNCX 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)
+11.25%
Peer Avg (YTD)
+6.72%
vs Peers
+4.52%

PQNCX Mutual Fund Performance

PQNCX performance across multiple time periods: 1-month -4.02%, YTD 11.25%, 1-year 12.93%, 3-year 9.62%, 5-year 5.64%, 10-year 8.48%.

PQNCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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