PRQZX Mutual Fund

PRQZX Mutual Fund

NAV$21.72
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Returns Overview

1 Month
-0.35%
3 Months
+12.87%
6 Months
+11.60%
YTD
+10.91%
1 Year
+23.14%
3 Years (annualized)
+17.75%
5 Years (annualized)
+9.91%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRQZX 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
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📉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
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+7.64%
vs Peers
+3.27%

PRQZX Mutual Fund Performance

PRQZX performance across multiple time periods: 1-month -0.35%, YTD 10.91%, 1-year 23.14%, 3-year 17.75%, 5-year 9.91%, 10-year 11.41%.

PRQZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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