PPEAX Mutual Fund

PPEAX Mutual Fund

NAV$19.13
See how much of PPEAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.41%
3 Months
-1.11%
6 Months
+2.41%
YTD
+6.53%
1 Year
+8.84%
3 Years (annualized)
+17.70%
5 Years (annualized)
+6.79%
10 Years (annualized)
+10.37%

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
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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+6.70%
vs Peers
-0.17%

PPEAX Mutual Fund Performance

PPEAX performance across multiple time periods: 1-month -1.41%, YTD 6.53%, 1-year 8.84%, 3-year 17.70%, 5-year 6.79%, 10-year 10.37%.

PPEAX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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