PQSAX Mutual Fund

PQSAX Mutual Fund

NAV$24.50
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Returns Overview

1 Month
+4.76%
3 Months
-4.27%
6 Months
-1.86%
YTD
+2.37%
1 Year
+5.06%
3 Years (annualized)
+9.33%
5 Years (annualized)
-0.18%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQSAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+12.21%
vs Peers
-9.84%

PQSAX Mutual Fund Performance

PQSAX performance across multiple time periods: 1-month 4.76%, YTD 2.37%, 1-year 5.06%, 3-year 9.33%, 5-year -0.18%, 10-year 7.73%.

PQSAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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