PSQGX Mutual Fund

PSQGX Mutual Fund

NAV$17.47
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Returns Overview

1 Month
+1.23%
3 Months
+3.54%
6 Months
+0.64%
YTD
+3.91%
1 Year
+12.12%
3 Years (annualized)
+8.68%
5 Years (annualized)
+5.78%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSQGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+5.54%
vs Peers
-1.62%

PSQGX Mutual Fund Performance

PSQGX performance across multiple time periods: 1-month 1.23%, YTD 3.91%, 1-year 12.12%, 3-year 8.68%, 5-year 5.78%, 10-year 7.65%.

PSQGX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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