PQTSX Mutual Fund

PQTSX Mutual Fund

NAV$8.11
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Returns Overview

1 Month
-0.52%
3 Months
+0.75%
6 Months
+1.28%
YTD
+1.28%
1 Year
+2.76%
3 Years (annualized)
+7.11%
5 Years (annualized)
+7.05%

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
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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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+3.23%
vs Peers
-1.94%

PQTSX Mutual Fund Performance

PQTSX performance across multiple time periods: 1-month -0.52%, YTD 1.28%, 1-year 2.76%, 3-year 7.11%, 5-year 7.05%.

PQTSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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