PQSAX Mutual Fund

PQSAX Mutual Fund

NAV$24.48
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Returns Overview

1 Month
+0.20%
3 Months
+2.52%
6 Months
+2.90%
YTD
+8.20%
1 Year
+4.66%
3 Years (annualized)
+6.48%
5 Years (annualized)
+1.11%
10 Years (annualized)
+7.89%

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)
+8.20%
Peer Avg (YTD)
+15.31%
vs Peers
-7.11%

PQSAX Mutual Fund Performance

PQSAX performance across multiple time periods: 1-month 0.20%, YTD 8.20%, 1-year 4.66%, 3-year 6.48%, 5-year 1.11%, 10-year 7.89%.

PQSAX returns trail the peer average of 15.31% 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.