PQTPX Mutual Fund

PQTPX Mutual Fund

NAV$11.33
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Returns Overview

1 Month
+2.30%
3 Months
+2.76%
6 Months
+4.08%
YTD
+7.49%
1 Year
+14.00%
3 Years (annualized)
+2.64%
5 Years (annualized)
+2.88%
10 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTPX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+5.40%
vs Peers
+2.09%

PQTPX Mutual Fund Performance

PQTPX performance across multiple time periods: 1-month 2.30%, YTD 7.49%, 1-year 14.00%, 3-year 2.64%, 5-year 2.88%, 10-year 3.90%.

PQTPX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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