PQIPX Mutual Fund

PQIPX Mutual Fund

NAV$15.59
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Returns Overview

1 Month
+3.04%
3 Months
+1.00%
6 Months
+4.68%
YTD
+11.03%
1 Year
+15.44%
3 Years (annualized)
+17.37%
5 Years (annualized)
+9.54%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIPX 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
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📉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)
+11.03%
Peer Avg (YTD)
+5.30%
vs Peers
+5.72%

PQIPX Mutual Fund Performance

PQIPX performance across multiple time periods: 1-month 3.04%, YTD 11.03%, 1-year 15.44%, 3-year 17.37%, 5-year 9.54%, 10-year 8.57%.

PQIPX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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