PQTIX Mutual Fund

NAV$10.67

Returns Overview

1 Month
-0.41%
3 Months
+1.39%
6 Months
+5.37%
YTD
+4.78%
1 Year
+17.33%
3 Years (annualized)
+0.46%
5 Years (annualized)
+3.52%
10 Years (annualized)
+4.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTIX 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)
+4.78%
Peer Avg (YTD)
+3.47%
vs Peers
+1.31%

PQTIX Mutual Fund Performance

PQTIX performance across multiple time periods: 1-month -0.41%, YTD 4.78%, 1-year 17.33%, 3-year 0.46%, 5-year 3.52%, 10-year 4.06%.

PQTIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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