PQIZX Mutual Fund

PQIZX Mutual Fund

NAV$15.84
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Returns Overview

1 Month
+1.64%
3 Months
+3.61%
6 Months
+6.59%
YTD
+9.77%
1 Year
+19.85%
3 Years (annualized)
+14.65%
5 Years (annualized)
+9.17%
10 Years (annualized)
+8.23%

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)
+9.77%
Peer Avg (YTD)
+5.54%
vs Peers
+4.24%

PQIZX Mutual Fund Performance

PQIZX performance across multiple time periods: 1-month 1.64%, YTD 9.77%, 1-year 19.85%, 3-year 14.65%, 5-year 9.17%, 10-year 8.23%.

PQIZX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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