PQNAX Mutual Fund

PQNAX Mutual Fund

NAV$30.26
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Returns Overview

1 Month
+2.08%
3 Months
+12.36%
6 Months
+14.81%
YTD
+13.55%
1 Year
+25.84%
3 Years (annualized)
+11.52%
5 Years (annualized)
+7.50%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQNAX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.55%
Peer Avg (YTD)
+10.82%
vs Peers
+2.74%

PQNAX Mutual Fund Performance

PQNAX performance across multiple time periods: 1-month 2.08%, YTD 13.55%, 1-year 25.84%, 3-year 11.52%, 5-year 7.50%, 10-year 10.01%.

PQNAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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