PQIRX Mutual Fund

PQIRX Mutual Fund

NAV$29.81
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Returns Overview

1 Month
+4.45%
3 Months
+5.89%
6 Months
+9.08%
YTD
+13.91%
1 Year
+20.30%
3 Years (annualized)
+12.04%
5 Years (annualized)
+8.03%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.91%
Peer Avg (YTD)
+11.41%
vs Peers
+2.50%

PQIRX Mutual Fund Performance

PQIRX performance across multiple time periods: 1-month 4.45%, YTD 13.91%, 1-year 20.30%, 3-year 12.04%, 5-year 8.03%, 10-year 9.03%.

PQIRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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