PQTSX Mutual Fund

PQTSX Mutual Fund

NAV$7.91
See how much of PQTSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.01%
3 Months
-1.17%
6 Months
-1.15%
YTD
+0.62%
1 Year
+0.95%
3 Years (annualized)
+6.30%
5 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTSX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+2.15%
vs Peers
-1.54%

PQTSX Mutual Fund Performance

PQTSX performance across multiple time periods: 1-month 0.01%, YTD 0.62%, 1-year 0.95%, 3-year 6.30%, 5-year 6.39%.

PQTSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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