PQSCX Mutual Fund

NAV$24.37
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Returns Overview

1 Month
+5.11%
3 Months
+7.37%
6 Months
+7.61%
YTD
+6.30%
1 Year
+8.26%
3 Years (annualized)
+8.86%
5 Years (annualized)
+2.03%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQSCX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+18.52%
vs Peers
-12.23%

PQSCX Mutual Fund Performance

PQSCX performance across multiple time periods: 1-month 5.11%, YTD 6.30%, 1-year 8.26%, 3-year 8.86%, 5-year 2.03%, 10-year 8.82%.

PQSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

PQSCX performance comparison shows side-by-side returns with another fund. PQSCX alternatives are available in the Mutual Fund Screener.