PQTCX Mutual Fund

NAV$10.38

Returns Overview

1 Month
-0.53%
3 Months
+1.04%
6 Months
+4.64%
YTD
+4.04%
1 Year
+15.92%
3 Years (annualized)
-0.72%
5 Years (annualized)
+2.87%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTCX 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)
+4.04%
Peer Avg (YTD)
+3.47%
vs Peers
+0.56%

PQTCX Mutual Fund Performance

PQTCX performance across multiple time periods: 1-month -0.53%, YTD 4.04%, 1-year 15.92%, 3-year -0.72%, 5-year 2.87%, 10-year 1.51%.

PQTCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.69%, investors should weigh costs against performance when evaluating this mutual fund.

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