PSQGX Mutual Fund

NAV$16.80

Returns Overview

1 Month
+0.84%
3 Months
-0.24%
6 Months
+1.41%
YTD
+1.20%
1 Year
+11.01%
3 Years
+9.27%
5 Years
+5.88%
10 Years
+7.61%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PSQGX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+5.10%
vs Peers
-3.90%

PSQGX Mutual Fund Performance

PSQGX performance across multiple time periods: 1-month 0.84%, YTD 1.20%, 1-year 11.01%, 3-year 9.27%, 5-year 5.88%, 10-year 7.61%.

PSQGX returns trail the peer average of 5.10% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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