PPCRX Mutual Fund

PPCRX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+0.21%
3 Months
-0.31%
6 Months
-1.16%
YTD
-0.75%
1 Year
+1.50%
3 Years (annualized)
+6.07%
5 Years (annualized)
+3.52%
10 Years (annualized)
+3.96%

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
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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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+4.75%
vs Peers
-5.50%

PPCRX Mutual Fund Performance

PPCRX performance across multiple time periods: 1-month 0.21%, YTD -0.75%, 1-year 1.50%, 3-year 6.07%, 5-year 3.52%, 10-year 3.96%.

PPCRX returns trail the peer average of 4.75% 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.