PXQIX Mutual Fund

PXQIX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+2.23%
3 Months
+2.05%
6 Months
+8.74%
YTD
+13.43%
1 Year
+20.59%
3 Years (annualized)
+16.05%
5 Years (annualized)
+6.77%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXQIX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+13.43%
Peer Avg (YTD)
+7.17%
vs Peers
+6.25%

PXQIX Mutual Fund Performance

PXQIX performance across multiple time periods: 1-month 2.23%, YTD 13.43%, 1-year 20.59%, 3-year 16.05%, 5-year 6.77%, 10-year 9.42%.

PXQIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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