PQTPX Mutual Fund

PQTPX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
-0.43%
3 Months
+1.29%
6 Months
+5.20%
YTD
+4.61%
1 Year
+17.23%
3 Years (annualized)
+0.37%
5 Years (annualized)
+3.41%
10 Years (annualized)
+3.94%

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
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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)
+4.61%
Peer Avg (YTD)
+3.47%
vs Peers
+1.13%

PQTPX Mutual Fund Performance

PQTPX performance across multiple time periods: 1-month -0.43%, YTD 4.61%, 1-year 17.23%, 3-year 0.37%, 5-year 3.41%, 10-year 3.94%.

PQTPX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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