PAPPX Mutual Fund

NAV$32.45

Returns Overview

1 Month
+4.89%
3 Months
+8.05%
6 Months
+4.89%
YTD
+4.62%
1 Year
+7.16%
3 Years (annualized)
+5.02%
5 Years (annualized)
+0.88%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAPPX 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
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+4.62%
Peer Avg (YTD)
+10.82%
vs Peers
-6.20%

PAPPX Mutual Fund Performance

PAPPX performance across multiple time periods: 1-month 4.89%, YTD 4.62%, 1-year 7.16%, 3-year 5.02%, 5-year 0.88%, 10-year 10.40%.

PAPPX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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