PQTIX Mutual Fund

PQTIX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
-2.34%
3 Months
-1.60%
6 Months
-0.36%
YTD
+2.33%
1 Year
+15.55%
3 Years (annualized)
+0.46%
5 Years (annualized)
+2.77%
10 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTIX 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)
+2.33%
Peer Avg (YTD)
+2.39%
vs Peers
-0.06%

PQTIX Mutual Fund Performance

PQTIX performance across multiple time periods: 1-month -2.34%, YTD 2.33%, 1-year 15.55%, 3-year 0.46%, 5-year 2.77%, 10-year 3.68%.

PQTIX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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