PPQAX Mutual Fund

NAV$20.53

Returns Overview

1 Month
-0.41%
3 Months
+12.39%
6 Months
+10.95%
YTD
+10.34%
1 Year
+21.95%
3 Years (annualized)
+16.97%
5 Years (annualized)
+9.21%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPQAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+7.64%
vs Peers
+2.71%

PPQAX Mutual Fund Performance

PPQAX performance across multiple time periods: 1-month -0.41%, YTD 10.34%, 1-year 21.95%, 3-year 16.97%, 5-year 9.21%, 10-year 10.82%.

PPQAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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