PPQJX Mutual Fund

PPQJX Mutual Fund

NAV$3.12
See how much of PPQJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+5.71%
6 Months
+6.32%
YTD
+4.52%
1 Year
+72.05%
3 Years (annualized)
+27.30%
5 Years (annualized)
+24.01%
10 Years (annualized)
+23.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPQJX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.52%
Peer Avg (YTD)
+6.89%
vs Peers
-2.37%

PPQJX Mutual Fund Performance

PPQJX performance across multiple time periods: YTD 4.52%, 1-year 72.05%, 3-year 27.30%, 5-year 24.01%, 10-year 23.02%.

PPQJX returns trail the peer average of 6.89% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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