PSQGX Mutual Fund

PSQGX Mutual Fund

NAV$17.60
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Returns Overview

1 Month
+1.43%
3 Months
+6.63%
6 Months
+2.90%
YTD
+2.65%
1 Year
+10.76%
3 Years (annualized)
+8.69%
5 Years (annualized)
+5.96%
10 Years (annualized)
+7.81%

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)
+2.65%
Peer Avg (YTD)
+5.87%
vs Peers
-3.22%

PSQGX Mutual Fund Performance

PSQGX performance across multiple time periods: 1-month 1.43%, YTD 2.65%, 1-year 10.76%, 3-year 8.69%, 5-year 5.96%, 10-year 7.81%.

PSQGX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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