PQIPX Mutual Fund

PQIPX Mutual Fund

NAV$15.14
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Returns Overview

1 Month
+1.41%
3 Months
+3.54%
6 Months
+4.26%
YTD
+11.48%
1 Year
+18.05%
3 Years (annualized)
+16.06%
5 Years (annualized)
+9.65%
10 Years (annualized)
+8.62%

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)
+11.48%
Peer Avg (YTD)
+6.28%
vs Peers
+5.19%

PQIPX Mutual Fund Performance

PQIPX performance across multiple time periods: 1-month 1.41%, YTD 11.48%, 1-year 18.05%, 3-year 16.06%, 5-year 9.65%, 10-year 8.62%.

PQIPX returns outperform the peer average of 6.28% 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.