PPAEX Mutual Fund

PPAEX Mutual Fund

NAV$25.08
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Returns Overview

1 Month
+5.61%
3 Months
+6.06%
6 Months
+12.54%
YTD
+22.06%
1 Year
+29.71%
3 Years (annualized)
+22.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPAEX 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)
+22.06%
Peer Avg (YTD)
+12.44%
vs Peers
+9.62%

PPAEX Mutual Fund Performance

PPAEX performance across multiple time periods: 1-month 5.61%, YTD 22.06%, 1-year 29.71%, 3-year 22.30%.

PPAEX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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