PPILX Mutual Fund

PPILX Mutual Fund

NAV$8.25
See how much of PPILX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.92%
3 Months
+0.14%
6 Months
+0.67%
YTD
+1.32%
1 Year
+2.19%
3 Years (annualized)
+5.73%
5 Years (annualized)
+3.06%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPILX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
+1.93%
vs Peers
-0.61%

PPILX Mutual Fund Performance

PPILX performance across multiple time periods: 1-month 0.92%, YTD 1.32%, 1-year 2.19%, 3-year 5.73%, 5-year 3.06%, 10-year 2.93%.

PPILX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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