PPCRX Mutual Fund

PPCRX Mutual Fund

NAV$9.58
See how much of PPCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.94%
3 Months
+0.31%
6 Months
-1.37%
YTD
-0.96%
1 Year
+2.44%
3 Years (annualized)
+5.96%
5 Years (annualized)
+3.55%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPCRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-0.96%
Peer Avg (YTD)
+2.39%
vs Peers
-3.35%

PPCRX Mutual Fund Performance

PPCRX performance across multiple time periods: 1-month -0.94%, YTD -0.96%, 1-year 2.44%, 3-year 5.96%, 5-year 3.55%, 10-year 4.01%.

PPCRX returns trail the peer average of 2.39% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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