PQIRX Mutual Fund

PQIRX Mutual Fund

NAV$29.63
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Returns Overview

1 Month
-0.47%
3 Months
+5.30%
6 Months
+9.06%
YTD
+8.09%
1 Year
+15.70%
3 Years (annualized)
+11.44%
5 Years (annualized)
+5.72%
10 Years (annualized)
+10.07%

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)
+8.09%
Peer Avg (YTD)
+9.49%
vs Peers
-1.40%

PQIRX Mutual Fund Performance

PQIRX performance across multiple time periods: 1-month -0.47%, YTD 8.09%, 1-year 15.70%, 3-year 11.44%, 5-year 5.72%, 10-year 10.07%.

PQIRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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