PPAJX Mutual Fund

PPAJX Mutual Fund

NAV$24.29
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Returns Overview

1 Month
+3.64%
3 Months
+8.48%
6 Months
+12.91%
YTD
+19.52%
1 Year
+26.06%
3 Years (annualized)
+17.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPAJX 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)
+19.52%
Peer Avg (YTD)
+12.44%
vs Peers
+7.09%

PPAJX Mutual Fund Performance

PPAJX performance across multiple time periods: 1-month 3.64%, YTD 19.52%, 1-year 26.06%, 3-year 17.59%.

PPAJX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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