PFPPX Mutual Fund

PFPPX Mutual Fund

NAV$8.02
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Returns Overview

1 Month
+0.36%
3 Months
+11.37%
6 Months
+13.40%
YTD
+8.98%
1 Year
+26.07%
3 Years (annualized)
+11.59%
5 Years (annualized)
+8.20%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFPPX 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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+6.89%
vs Peers
+2.08%

PFPPX Mutual Fund Performance

PFPPX performance across multiple time periods: 1-month 0.36%, YTD 8.98%, 1-year 26.07%, 3-year 11.59%, 5-year 8.20%, 10-year 10.87%.

PFPPX returns outperform the peer average of 6.89% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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