| PQIAX | |
|---|---|
| Total return | +212.13% |
| Annualised (CAGR) | +12.06% |
| Volatility (annualised) | +15.02% |
| Sharpe (rf = 0) | 0.80 |
| Deepest drawdown | -37.64% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 8.70% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +212.13% in total (+12.06% a year), with a deepest drawdown of -37.64% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2022 (-10.84%), its best 2019 (+28.43%).
| Year | PQIAX |
|---|---|
| 2026 | +10.13% |
| 2025 | +15.23% |
| 2024 | +24.73% |
| 2023 | +10.77% |
| 2022 | -10.84% |
| 2021 | +21.91% |
| 2020 | +6.17% |
| 2019 | +28.43% |
| 2018 | -5.38% |
| 2017 | +20.54% |
| 2016 | +5.31% |
+212.13% in total, which works out to +12.06% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -10.84% (net of fees, dividends reinvested). Its best year was 2019 (+28.43%).
-37.64%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 238 days (about 7.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 8.70% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say PQIAX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -37.64% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.