PPEAX Mutual Fund

PPEAX Mutual Fund

NAV$20.26
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Returns Overview

1 Month
+0.20%
3 Months
+11.09%
6 Months
+8.34%
YTD
+7.46%
1 Year
+17.09%
3 Years (annualized)
+15.29%
5 Years (annualized)
+7.72%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPEAX 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
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📉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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+7.46%
Peer Avg (YTD)
+7.64%
vs Peers
-0.18%

PPEAX Mutual Fund Performance

PPEAX performance across multiple time periods: 1-month 0.20%, YTD 7.46%, 1-year 17.09%, 3-year 15.29%, 5-year 7.72%, 10-year 10.66%.

PPEAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

PPEAX performance comparison shows side-by-side returns with another fund. PPEAX alternatives are available in the Mutual Fund Screener.