PPQSX Mutual Fund

NAV$11.64

Returns Overview

1 Month
+9.86%
3 Months
+11.82%
6 Months
+13.63%
YTD
+15.84%
1 Year
+14.73%
3 Years (annualized)
-2.02%
5 Years (annualized)
+8.15%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPQSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.84%
Peer Avg (YTD)
+21.07%
vs Peers
-5.23%

PPQSX Mutual Fund Performance

PPQSX performance across multiple time periods: 1-month 9.86%, YTD 15.84%, 1-year 14.73%, 3-year -2.02%, 5-year 8.15%, 10-year 8.96%.

PPQSX returns trail the peer average of 21.07% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

PPQSX performance comparison shows side-by-side returns with another fund. PPQSX alternatives are available in the Mutual Fund Screener.