PQTAX Mutual Fund

NAV$10.54

Returns Overview

1 Month
-0.49%
3 Months
+1.25%
6 Months
+5.04%
YTD
+4.44%
1 Year
+16.81%
3 Years (annualized)
+0.05%
5 Years (annualized)
+3.09%
10 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTAX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+4.44%
Peer Avg (YTD)
+3.47%
vs Peers
+0.97%

PQTAX Mutual Fund Performance

PQTAX performance across multiple time periods: 1-month -0.49%, YTD 4.44%, 1-year 16.81%, 3-year 0.05%, 5-year 3.09%, 10-year 3.90%.

PQTAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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