PQIAX Mutual Fund

PQIAX Mutual Fund

NAV$44.97
See how much of PQIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.92%
3 Months
+5.06%
6 Months
+6.49%
YTD
+12.56%
1 Year
+18.69%
3 Years (annualized)
+17.10%
5 Years (annualized)
+9.11%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.56%
Peer Avg (YTD)
+12.44%
vs Peers
+0.13%

PQIAX Mutual Fund Performance

PQIAX performance across multiple time periods: 1-month 0.92%, YTD 12.56%, 1-year 18.69%, 3-year 17.10%, 5-year 9.11%, 10-year 11.37%.

PQIAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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