PVQAX Mutual Fund

PVQAX Mutual Fund

NAV$19.70
See how much of PVQAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.31%
3 Months
+1.31%
6 Months
+7.11%
YTD
+11.70%
1 Year
+18.82%
3 Years (annualized)
+16.55%
5 Years (annualized)
+8.25%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVQAX 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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+11.70%
Peer Avg (YTD)
+8.76%
vs Peers
+2.95%

PVQAX Mutual Fund Performance

PVQAX performance across multiple time periods: 1-month 2.31%, YTD 11.70%, 1-year 18.82%, 3-year 16.55%, 5-year 8.25%, 10-year 10.18%.

PVQAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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