PQARX Mutual Fund

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Returns Overview

1 Month
-0.44%
3 Months
+0.26%
6 Months
+3.74%
YTD
+8.22%
1 Year
+11.32%
3 Years (annualized)
+1.07%
5 Years (annualized)
+2.20%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQARX 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
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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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
+14.85%
vs Peers
-6.64%

PQARX Mutual Fund Performance

PQARX performance across multiple time periods: 1-month -0.44%, YTD 8.22%, 1-year 11.32%, 3-year 1.07%, 5-year 2.20%, 10-year 3.81%.

PQARX returns trail the peer average of 14.85% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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