PXQIX

Mutual fund

$17.65 -$0.16 (-0.90%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $15.11High $18.10

Has PXQIX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PXQIX returned +16.1%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PXQIX
+16.1%
S&P 500
+16.8%
Largest decline 
PXQIX
8.6%
S&P 500
8.9%
Risk-adjusted return 
PXQIX
0.97
S&P 500
1.03
Downside risk-adjusted return 
PXQIX
1.46
S&P 500
1.54

Oct 16, 2025 – Oct 16, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPXQIXS&P 500
1 month +0.5% +1.5%
3 months +0.8% +1.9%
Year to date +12.6% +12.8%
1 year +16.1% +16.8%
3 years (annualized) +17.1% +22.0%

Volatility (1-year, annualized): 13.1% · Largest decline (max drawdown, since Oct 2021): 27.8%

How are your investments doing?

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