PQIPX Mutual Fund

PQIPX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
+0.46%
3 Months
+4.74%
6 Months
+8.69%
YTD
+8.16%
1 Year
+18.44%
3 Years (annualized)
+15.15%
5 Years (annualized)
+8.88%
10 Years (annualized)
+8.61%

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
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)
+8.16%
Peer Avg (YTD)
+5.87%
vs Peers
+2.30%

PQIPX Mutual Fund Performance

PQIPX performance across multiple time periods: 1-month 0.46%, YTD 8.16%, 1-year 18.44%, 3-year 15.15%, 5-year 8.88%, 10-year 8.61%.

PQIPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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