PPQMX Mutual Fund

PPQMX Mutual Fund

NAV$5.51
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Returns Overview

1 Month
+0.16%
3 Months
+5.70%
6 Months
+6.25%
YTD
+4.62%
1 Year
+57.99%
3 Years (annualized)
+19.07%
5 Years (annualized)
+12.06%
10 Years (annualized)
+12.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPQMX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.62%
Peer Avg (YTD)
+6.89%
vs Peers
-2.28%

PPQMX Mutual Fund Performance

PPQMX performance across multiple time periods: 1-month 0.16%, YTD 4.62%, 1-year 57.99%, 3-year 19.07%, 5-year 12.06%, 10-year 12.70%.

PPQMX returns trail the peer average of 6.89% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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