PPIAX Mutual Fund

PPIAX Mutual Fund

NAV$8.23
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Returns Overview

3 Months
+0.45%
6 Months
-1.88%
YTD
+1.33%
1 Year
+2.84%
3 Years (annualized)
+5.11%
5 Years (annualized)
+2.61%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPIAX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+2.15%
vs Peers
-0.82%

PPIAX Mutual Fund Performance

PPIAX performance across multiple time periods: YTD 1.33%, 1-year 2.84%, 3-year 5.11%, 5-year 2.61%, 10-year 2.64%.

PPIAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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