TQPYX Mutual Fund

TQPYX Mutual Fund

NAV$3.13
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Returns Overview

1 Month
-2.38%
3 Months
-3.10%
6 Months
-1.52%
YTD
-1.23%
1 Year
+0.28%
3 Years (annualized)
+7.75%
5 Years (annualized)
+2.96%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQPYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
+0.50%
vs Peers
-1.73%

TQPYX Mutual Fund Performance

TQPYX performance across multiple time periods: 1-month -2.38%, YTD -1.23%, 1-year 0.28%, 3-year 7.75%, 5-year 2.96%, 10-year 2.07%.

TQPYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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