PQSAX Mutual Fund

PQSAX Mutual Fund

NAV$23.08
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Returns Overview

1 Month
-7.35%
3 Months
-8.44%
6 Months
-1.52%
YTD
-2.28%
1 Year
-3.94%
3 Years (annualized)
+6.79%
5 Years (annualized)
+0.91%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQSAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
-2.28%
Peer Avg (YTD)
+10.34%
vs Peers
-12.63%

PQSAX Mutual Fund Performance

PQSAX performance across multiple time periods: 1-month -7.35%, YTD -2.28%, 1-year -3.94%, 3-year 6.79%, 5-year 0.91%, 10-year 7.61%.

PQSAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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