PQTNX Mutual Fund

NAV$10.59

Returns Overview

1 Month
-0.44%
3 Months
+1.28%
6 Months
+5.18%
YTD
+4.59%
1 Year
+17.08%
3 Years (annualized)
+0.30%
5 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQTNX 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)
+4.59%
Peer Avg (YTD)
+3.47%
vs Peers
+1.12%

PQTNX Mutual Fund Performance

PQTNX performance across multiple time periods: 1-month -0.44%, YTD 4.59%, 1-year 17.08%, 3-year 0.30%, 5-year 3.37%.

PQTNX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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