PAPPX Mutual Fund

PAPPX Mutual Fund

NAV$31.89
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Returns Overview

1 Month
-1.28%
3 Months
+0.99%
6 Months
+0.86%
YTD
+3.28%
1 Year
+2.55%
3 Years (annualized)
+4.18%
5 Years (annualized)
+0.06%
10 Years (annualized)
+8.31%

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)
+3.28%
Peer Avg (YTD)
+9.54%
vs Peers
-6.26%

PAPPX Mutual Fund Performance

PAPPX performance across multiple time periods: 1-month -1.28%, YTD 3.28%, 1-year 2.55%, 3-year 4.18%, 5-year 0.06%, 10-year 8.31%.

PAPPX returns trail the peer average of 9.54% 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.