PXQSX Mutual Fund

PXQSX Mutual Fund

NAV$23.20
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Returns Overview

1 Month
-7.32%
3 Months
-8.40%
6 Months
-1.38%
YTD
-2.15%
1 Year
+1.03%
3 Years (annualized)
+7.93%
5 Years (annualized)
+2.19%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXQSX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
-2.15%
Peer Avg (YTD)
+10.34%
vs Peers
-12.49%

PXQSX Mutual Fund Performance

PXQSX performance across multiple time periods: 1-month -7.32%, YTD -2.15%, 1-year 1.03%, 3-year 7.93%, 5-year 2.19%, 10-year 8.42%.

PXQSX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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