PPADX Mutual Fund

PPADX Mutual Fund

NAV$23.97
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Returns Overview

1 Month
+3.63%
3 Months
+8.44%
6 Months
+12.85%
YTD
+19.36%
1 Year
+24.48%
3 Years (annualized)
+18.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPADX 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
MSCI USA Value Index
This Mutual Fund (YTD)
+19.36%
Peer Avg (YTD)
+12.44%
vs Peers
+6.92%

PPADX Mutual Fund Performance

PPADX performance across multiple time periods: 1-month 3.63%, YTD 19.36%, 1-year 24.48%, 3-year 18.89%.

PPADX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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