PQTSX Mutual Fund

PQTSX Mutual Fund

NAV$8.10
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Returns Overview

1 Month
-0.66%
3 Months
-1.01%
6 Months
+0.13%
YTD
+0.61%
1 Year
+2.07%
3 Years (annualized)
+3.47%
5 Years (annualized)
+0.11%

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
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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)
+0.61%
Peer Avg (YTD)
+0.12%
vs Peers
+0.49%

PQTSX Mutual Fund Performance

PQTSX performance across multiple time periods: 1-month -0.66%, YTD 0.61%, 1-year 2.07%, 3-year 3.47%, 5-year 0.11%.

PQTSX returns outperform the peer average of 0.12% 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.