PQIZX Mutual Fund

PQIZX Mutual Fund

NAV$15.46
See how much of PQIZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.99%
3 Months
+0.90%
6 Months
+4.53%
YTD
+10.76%
1 Year
+15.10%
3 Years (annualized)
+17.07%
5 Years (annualized)
+9.26%
10 Years (annualized)
+8.30%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+10.76%
Peer Avg (YTD)
+5.30%
vs Peers
+5.45%

PQIZX Mutual Fund Performance

PQIZX performance across multiple time periods: 1-month 2.99%, YTD 10.76%, 1-year 15.10%, 3-year 17.07%, 5-year 9.26%, 10-year 8.30%.

PQIZX returns outperform the peer average of 5.30% 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.