PQIAX Mutual Fund

PQIAX Mutual Fund

NAV$46.50
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Returns Overview

1 Month
+1.55%
3 Months
+7.80%
6 Months
+9.71%
YTD
+8.80%
1 Year
+19.84%
3 Years (annualized)
+18.49%
5 Years (annualized)
+10.62%
10 Years (annualized)
+12.09%

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
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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+9.49%
vs Peers
-0.69%

PQIAX Mutual Fund Performance

PQIAX performance across multiple time periods: 1-month 1.55%, YTD 8.80%, 1-year 19.84%, 3-year 18.49%, 5-year 10.62%, 10-year 12.09%.

PQIAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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