PPFAX Mutual Fund

NAV$11.94

Returns Overview

1 Month
+0.54%
3 Months
+0.87%
6 Months
+2.10%
YTD
+2.10%
1 Year
+6.12%
3 Years (annualized)
+5.29%
5 Years (annualized)
+4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPFAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+3.47%
vs Peers
-1.37%

PPFAX Mutual Fund Performance

PPFAX performance across multiple time periods: 1-month 0.54%, YTD 2.10%, 1-year 6.12%, 3-year 5.29%, 5-year 4.94%.

PPFAX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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