PSQGX Mutual Fund

PSQGX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
-2.35%
3 Months
+0.06%
6 Months
+6.69%
YTD
+2.71%
1 Year
+5.80%
3 Years (annualized)
+9.29%
5 Years (annualized)
+5.73%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSQGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+4.96%
vs Peers
-2.26%

PSQGX Mutual Fund Performance

PSQGX performance across multiple time periods: 1-month -2.35%, YTD 2.71%, 1-year 5.80%, 3-year 9.29%, 5-year 5.73%, 10-year 7.81%.

PSQGX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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