PPQAX Mutual Fund

PPQAX Mutual Fund

NAV$20.73
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Returns Overview

1 Month
-0.59%
3 Months
+2.92%
6 Months
+7.14%
YTD
+9.69%
1 Year
+20.32%
3 Years (annualized)
+15.53%
5 Years (annualized)
+8.86%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPQAX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+6.99%
vs Peers
+2.70%

PPQAX Mutual Fund Performance

PPQAX performance across multiple time periods: 1-month -0.59%, YTD 9.69%, 1-year 20.32%, 3-year 15.53%, 5-year 8.86%, 10-year 10.36%.

PPQAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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