PAPPX Mutual Fund

PAPPX Mutual Fund

NAV$32.64
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Returns Overview

1 Month
+4.17%
3 Months
+4.54%
6 Months
+5.57%
YTD
+7.96%
1 Year
+9.76%
3 Years (annualized)
+11.06%
5 Years (annualized)
-0.21%
10 Years (annualized)
+8.80%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+8.01%
vs Peers
-0.05%

PAPPX Mutual Fund Performance

PAPPX performance across multiple time periods: 1-month 4.17%, YTD 7.96%, 1-year 9.76%, 3-year 11.06%, 5-year -0.21%, 10-year 8.80%.

PAPPX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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