PPIMX Mutual Fund

PPIMX Mutual Fund

NAV$7.55
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Returns Overview

1 Month
+0.24%
3 Months
+5.95%
6 Months
+6.50%
YTD
+5.00%
1 Year
+51.27%
3 Years (annualized)
+21.81%
5 Years (annualized)
+19.28%
10 Years (annualized)
+18.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPIMX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+6.89%
vs Peers
-1.89%

PPIMX Mutual Fund Performance

PPIMX performance across multiple time periods: 1-month 0.24%, YTD 5.00%, 1-year 51.27%, 3-year 21.81%, 5-year 19.28%, 10-year 18.87%.

PPIMX returns trail the peer average of 6.89% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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