PPLIX Mutual Fund

PPLIX Mutual Fund

NAV$19.96
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Returns Overview

1 Month
+1.78%
3 Months
+2.35%
6 Months
+7.28%
YTD
+9.92%
1 Year
+15.81%
3 Years (annualized)
+16.33%
5 Years (annualized)
+7.92%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLIX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.92%
Peer Avg (YTD)
+8.76%
vs Peers
+1.17%

PPLIX Mutual Fund Performance

PPLIX performance across multiple time periods: 1-month 1.78%, YTD 9.92%, 1-year 15.81%, 3-year 16.33%, 5-year 7.92%, 10-year 10.90%.

PPLIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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