PPISX Mutual Fund

PPISX Mutual Fund

NAV$14.17
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Returns Overview

1 Month
-1.52%
3 Months
-4.29%
6 Months
-2.59%
YTD
+8.83%
1 Year
+12.34%
3 Years (annualized)
-1.40%
5 Years (annualized)
+4.02%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPISX 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
MSCI ACWI Ex USA Index NTR(MAEU)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+17.33%
vs Peers
-8.50%

PPISX Mutual Fund Performance

PPISX performance across multiple time periods: 1-month -1.52%, YTD 8.83%, 1-year 12.34%, 3-year -1.40%, 5-year 4.02%, 10-year 3.87%.

PPISX returns trail the peer average of 17.33% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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