PXQSX Mutual Fund

PXQSX Mutual Fund

NAV$24.90
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Returns Overview

1 Month
+0.20%
3 Months
+2.59%
6 Months
+3.02%
YTD
+8.34%
1 Year
+4.89%
3 Years (annualized)
+7.61%
5 Years (annualized)
+1.35%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PXQSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+15.31%
vs Peers
-6.97%

PXQSX Mutual Fund Performance

PXQSX performance across multiple time periods: 1-month 0.20%, YTD 8.34%, 1-year 4.89%, 3-year 7.61%, 5-year 1.35%, 10-year 8.69%.

PXQSX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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