PPLPX Mutual Fund

PPLPX Mutual Fund

NAV$14.89
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Returns Overview

1 Month
+1.39%
3 Months
+5.36%
6 Months
+5.19%
YTD
+9.88%
1 Year
+25.06%
3 Years (annualized)
+16.55%
5 Years (annualized)
+7.87%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLPX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+10.67%
vs Peers
-0.79%

PPLPX Mutual Fund Performance

PPLPX performance across multiple time periods: 1-month 1.39%, YTD 9.88%, 1-year 25.06%, 3-year 16.55%, 5-year 7.87%, 10-year 9.26%.

PPLPX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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