PQTAX Mutual Fund

PQTAX Mutual Fund

NAV$10.45
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Returns Overview

1 Month
+0.64%
3 Months
+5.84%
6 Months
+4.02%
YTD
+7.99%
1 Year
+12.50%
3 Years (annualized)
+1.57%
5 Years (annualized)
+1.95%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTAX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+7.99%
Peer Avg (YTD)
+3.99%
vs Peers
+4.00%

PQTAX Mutual Fund Performance

PQTAX performance across multiple time periods: 1-month 0.64%, YTD 7.99%, 1-year 12.50%, 3-year 1.57%, 5-year 1.95%, 10-year 4.55%.

PQTAX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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