PQIIX Mutual Fund

NAV$15.62

Returns Overview

1 Month
+2.02%
3 Months
+2.97%
6 Months
+5.11%
YTD
+8.32%
1 Year
+18.51%
3 Years (annualized)
+15.25%
5 Years (annualized)
+8.99%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQIIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+5.87%
vs Peers
+2.46%

PQIIX Mutual Fund Performance

PQIIX performance across multiple time periods: 1-month 2.02%, YTD 8.32%, 1-year 18.51%, 3-year 15.25%, 5-year 8.99%, 10-year 8.72%.

PQIIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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