PVQNX Mutual Fund

PVQNX Mutual Fund

NAV$19.81
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Returns Overview

1 Month
-1.79%
3 Months
+0.00%
6 Months
+11.80%
YTD
+10.01%
1 Year
+13.66%
3 Years (annualized)
+17.02%
5 Years (annualized)
+8.70%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVQNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+7.09%
vs Peers
+2.92%

PVQNX Mutual Fund Performance

PVQNX performance across multiple time periods: 1-month -1.79%, YTD 10.01%, 1-year 13.66%, 3-year 17.02%, 5-year 8.70%, 10-year 10.71%.

PVQNX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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