PQUAX Mutual Fund

PQUAX Mutual Fund

NAV$13.64
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Returns Overview

1 Month
-3.26%
3 Months
-6.26%
6 Months
+20.19%
YTD
+12.18%
1 Year
+13.55%
3 Years (annualized)
+11.25%
5 Years (annualized)
+1.81%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQUAX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+12.18%
Peer Avg (YTD)
+10.34%
vs Peers
+1.84%

PQUAX Mutual Fund Performance

PQUAX performance across multiple time periods: 1-month -3.26%, YTD 12.18%, 1-year 13.55%, 3-year 11.25%, 5-year 1.81%, 10-year 10.68%.

PQUAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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