PQSCX Mutual Fund

PQSCX Mutual Fund

NAV$23.14
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Returns Overview

1 Month
+4.66%
3 Months
-4.47%
6 Months
-2.26%
YTD
+1.68%
1 Year
+4.26%
3 Years (annualized)
+8.48%
5 Years (annualized)
-0.95%
10 Years (annualized)
+6.92%

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
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)
+1.68%
Peer Avg (YTD)
+12.21%
vs Peers
-10.53%

PQSCX Mutual Fund Performance

PQSCX performance across multiple time periods: 1-month 4.66%, YTD 1.68%, 1-year 4.26%, 3-year 8.48%, 5-year -0.95%, 10-year 6.92%.

PQSCX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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