PPQZX Mutual Fund

NAV$20.90

Returns Overview

1 Month
-0.40%
3 Months
+12.44%
6 Months
+11.19%
YTD
+10.54%
1 Year
+22.43%
3 Years (annualized)
+17.44%
5 Years (annualized)
+9.64%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPQZX 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

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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)
+10.54%
Peer Avg (YTD)
+7.64%
vs Peers
+2.90%

PPQZX Mutual Fund Performance

PPQZX performance across multiple time periods: 1-month -0.40%, YTD 10.54%, 1-year 22.43%, 3-year 17.44%, 5-year 9.64%, 10-year 11.34%.

PPQZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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