PQIZX Mutual Fund

PQIZX Mutual Fund

NAV$15.63
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Returns Overview

1 Month
+0.41%
3 Months
+4.64%
6 Months
+8.53%
YTD
+8.01%
1 Year
+18.18%
3 Years (annualized)
+14.86%
5 Years (annualized)
+8.61%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIZX 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)
+8.01%
Peer Avg (YTD)
+5.87%
vs Peers
+2.14%

PQIZX Mutual Fund Performance

PQIZX performance across multiple time periods: 1-month 0.41%, YTD 8.01%, 1-year 18.18%, 3-year 14.86%, 5-year 8.61%, 10-year 8.34%.

PQIZX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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