TQPIX Mutual Fund

TQPIX Mutual Fund

NAV$3.20
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Returns Overview

1 Month
-1.41%
3 Months
-0.50%
6 Months
-0.19%
YTD
+0.52%
1 Year
+4.57%
3 Years (annualized)
+7.63%
5 Years (annualized)
+2.92%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQPIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
+0.12%
vs Peers
+0.40%

TQPIX Mutual Fund Performance

TQPIX performance across multiple time periods: 1-month -1.41%, YTD 0.52%, 1-year 4.57%, 3-year 7.63%, 5-year 2.92%, 10-year 3.60%.

TQPIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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