PIPPX Mutual Fund

NAV$11.76

Returns Overview

1 Month
+15.12%
3 Months
+22.63%
6 Months
+25.18%
YTD
+32.49%
1 Year
+34.71%
3 Years (annualized)
-0.35%
5 Years (annualized)
+13.06%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIPPX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+32.49%
Peer Avg (YTD)
+21.07%
vs Peers
+11.42%

PIPPX Mutual Fund Performance

PIPPX performance across multiple time periods: 1-month 15.12%, YTD 32.49%, 1-year 34.71%, 3-year -0.35%, 5-year 13.06%, 10-year 11.28%.

PIPPX returns outperform the peer average of 21.07% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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