TQPIX Mutual Fund

TQPIX Mutual Fund

NAV$3.13
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Returns Overview

1 Month
-2.39%
3 Months
-3.38%
6 Months
-1.79%
YTD
-1.49%
1 Year
+0.05%
3 Years (annualized)
+7.87%
5 Years (annualized)
+3.01%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQPIX 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)
-1.49%
Peer Avg (YTD)
+0.50%
vs Peers
-1.99%

TQPIX Mutual Fund Performance

TQPIX performance across multiple time periods: 1-month -2.39%, YTD -1.49%, 1-year 0.05%, 3-year 7.87%, 5-year 3.01%, 10-year 3.60%.

TQPIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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