PQICX Mutual Fund

PQICX Mutual Fund

NAV$15.61
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Returns Overview

1 Month
+0.37%
3 Months
+4.40%
6 Months
+8.12%
YTD
+7.59%
1 Year
+17.25%
3 Years (annualized)
+13.99%
5 Years (annualized)
+7.78%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQICX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+5.87%
vs Peers
+1.73%

PQICX Mutual Fund Performance

PQICX performance across multiple time periods: 1-month 0.37%, YTD 7.59%, 1-year 17.25%, 3-year 13.99%, 5-year 7.78%, 10-year 7.52%.

PQICX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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