PPQAX Mutual Fund

PPQAX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
-1.19%
3 Months
-0.49%
6 Months
+2.42%
YTD
+9.15%
1 Year
+10.98%
3 Years (annualized)
+19.32%
5 Years (annualized)
+8.20%
10 Years (annualized)
+10.47%

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
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📉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)
+9.15%
Peer Avg (YTD)
+14.77%
vs Peers
-5.62%

PPQAX Mutual Fund Performance

PPQAX performance across multiple time periods: 1-month -1.19%, YTD 9.15%, 1-year 10.98%, 3-year 19.32%, 5-year 8.20%, 10-year 10.47%.

PPQAX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.64%, 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.