PQTNX Mutual Fund

PQTNX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
+0.63%
3 Months
+5.88%
6 Months
+4.04%
YTD
+8.13%
1 Year
+12.77%
3 Years (annualized)
+1.79%
5 Years (annualized)
+2.19%
10 Years (annualized)
+3.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTNX 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)
+8.13%
Peer Avg (YTD)
+3.99%
vs Peers
+4.14%

PQTNX Mutual Fund Performance

PQTNX performance across multiple time periods: 1-month 0.63%, YTD 8.13%, 1-year 12.77%, 3-year 1.79%, 5-year 2.19%, 10-year 3.53%.

PQTNX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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