PQTIX Mutual Fund

PQTIX Mutual Fund

NAV$11.42
See how much of PQTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.39%
3 Months
+2.76%
6 Months
+4.19%
YTD
+7.68%
1 Year
+14.15%
3 Years (annualized)
+2.72%
5 Years (annualized)
+2.97%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+5.40%
vs Peers
+2.27%

PQTIX Mutual Fund Performance

PQTIX performance across multiple time periods: 1-month 2.39%, YTD 7.68%, 1-year 14.15%, 3-year 2.72%, 5-year 2.97%, 10-year 4.00%.

PQTIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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