PQIIX Mutual Fund

PQIIX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
+1.63%
3 Months
+3.62%
6 Months
+6.74%
YTD
+10.00%
1 Year
+20.18%
3 Years (annualized)
+15.04%
5 Years (annualized)
+9.54%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIIX 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)
+10.00%
Peer Avg (YTD)
+5.54%
vs Peers
+4.46%

PQIIX Mutual Fund Performance

PQIIX performance across multiple time periods: 1-month 1.63%, YTD 10.00%, 1-year 20.18%, 3-year 15.04%, 5-year 9.54%, 10-year 8.60%.

PQIIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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