PVQNX Mutual Fund

PVQNX Mutual Fund

NAV$20.11
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.37%
3 Months
+11.79%
6 Months
+10.55%
YTD
+10.00%
1 Year
+21.37%
3 Years (annualized)
+16.41%
5 Years (annualized)
+8.97%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PVQNX 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)
+10.00%
Peer Avg (YTD)
+7.64%
vs Peers
+2.36%

PVQNX Mutual Fund Performance

PVQNX performance across multiple time periods: 1-month -0.37%, YTD 10.00%, 1-year 21.37%, 3-year 16.41%, 5-year 8.97%, 10-year 10.90%.

PVQNX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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