PPNAX Mutual Fund

NAV$14.04

Returns Overview

1 Month
+0.78%
3 Months
+2.38%
6 Months
+2.54%
YTD
+2.47%
1 Year
+6.78%
3 Years (annualized)
+4.31%
5 Years (annualized)
+1.61%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPNAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+1.79%
vs Peers
+0.68%

PPNAX Mutual Fund Performance

PPNAX performance across multiple time periods: 1-month 0.78%, YTD 2.47%, 1-year 6.78%, 3-year 4.31%, 5-year 1.61%, 10-year 2.34%.

PPNAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

PPNAX performance comparison shows side-by-side returns with another fund. PPNAX alternatives are available in the Mutual Fund Screener.