PQTPX Mutual Fund

PQTPX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
+0.71%
3 Months
+5.89%
6 Months
+4.16%
YTD
+8.26%
1 Year
+12.91%
3 Years (annualized)
+1.86%
5 Years (annualized)
+2.25%
10 Years (annualized)
+4.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTPX 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
PROUpgrade to run
🏦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)
+8.26%
Peer Avg (YTD)
+3.99%
vs Peers
+4.27%

PQTPX Mutual Fund Performance

PQTPX performance across multiple time periods: 1-month 0.71%, YTD 8.26%, 1-year 12.91%, 3-year 1.86%, 5-year 2.25%, 10-year 4.59%.

PQTPX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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