PPNBX Mutual Fund

PPNBX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
+0.69%
3 Months
+3.85%
6 Months
+2.42%
YTD
+2.33%
1 Year
+7.25%
3 Years (annualized)
-1.41%
5 Years (annualized)
+0.32%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPNBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+1.70%
vs Peers
+0.63%

PPNBX Mutual Fund Performance

PPNBX performance across multiple time periods: 1-month 0.69%, YTD 2.33%, 1-year 7.25%, 3-year -1.41%, 5-year 0.32%, 10-year 1.50%.

PPNBX returns outperform the peer average of 1.70% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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