TQPAX Mutual Fund

TQPAX Mutual Fund

NAV$3.14
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Returns Overview

1 Month
-2.40%
3 Months
-3.16%
6 Months
-1.65%
YTD
-1.44%
3 Years (annualized)
+7.44%
5 Years (annualized)
+2.68%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQPAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.44%
Peer Avg (YTD)
+0.50%
vs Peers
-1.94%

TQPAX Mutual Fund Performance

TQPAX performance across multiple time periods: 1-month -2.40%, YTD -1.44%, 3-year 7.44%, 5-year 2.68%, 10-year 1.93%.

TQPAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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