PPQZX Mutual Fund

PPQZX Mutual Fund

NAV$20.67
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Returns Overview

1 Month
+2.50%
3 Months
+1.59%
6 Months
+7.91%
YTD
+12.75%
1 Year
+20.55%
3 Years (annualized)
+18.10%
5 Years (annualized)
+9.43%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPQZX 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)
+12.75%
Peer Avg (YTD)
+8.76%
vs Peers
+3.99%

PPQZX Mutual Fund Performance

PPQZX performance across multiple time periods: 1-month 2.50%, YTD 12.75%, 1-year 20.55%, 3-year 18.10%, 5-year 9.43%, 10-year 11.16%.

PPQZX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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