PPIPX Mutual Fund

PPIPX Mutual Fund

NAV$21.13
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Returns Overview

1 Month
+0.24%
3 Months
-0.94%
6 Months
+0.77%
YTD
+4.31%
1 Year
+6.01%
3 Years (annualized)
+11.55%
5 Years (annualized)
+4.27%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPIPX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+2.95%
vs Peers
+1.36%

PPIPX Mutual Fund Performance

PPIPX performance across multiple time periods: 1-month 0.24%, YTD 4.31%, 1-year 6.01%, 3-year 11.55%, 5-year 4.27%, 10-year 6.49%.

PPIPX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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