PQUAX Mutual Fund

PQUAX Mutual Fund

NAV$13.50
See how much of PQUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.22%
3 Months
+0.22%
6 Months
+5.81%
YTD
+12.43%
1 Year
+13.45%
3 Years (annualized)
+15.69%
5 Years (annualized)
+0.84%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQUAX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+12.43%
Peer Avg (YTD)
+12.21%
vs Peers
+0.22%

PQUAX Mutual Fund Performance

PQUAX performance across multiple time periods: 1-month 0.22%, YTD 12.43%, 1-year 13.45%, 3-year 15.69%, 5-year 0.84%, 10-year 10.93%.

PQUAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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