PQIPX Mutual Fund

PQIPX Mutual Fund

NAV$15.88
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Returns Overview

1 Month
+1.63%
3 Months
+3.65%
6 Months
+6.75%
YTD
+9.93%
1 Year
+20.20%
3 Years (annualized)
+14.93%
5 Years (annualized)
+9.45%
10 Years (annualized)
+8.49%

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)
+9.93%
Peer Avg (YTD)
+5.54%
vs Peers
+4.39%

PQIPX Mutual Fund Performance

PQIPX performance across multiple time periods: 1-month 1.63%, YTD 9.93%, 1-year 20.20%, 3-year 14.93%, 5-year 9.45%, 10-year 8.49%.

PQIPX returns outperform the peer average of 5.54% 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.