PPNCX Mutual Fund

PPNCX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
+1.56%
3 Months
+5.23%
6 Months
+4.26%
YTD
+2.32%
1 Year
+2.49%
3 Years (annualized)
+4.97%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPNCX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+2.13%
vs Peers
+0.20%

PPNCX Mutual Fund Performance

PPNCX performance across multiple time periods: 1-month 1.56%, YTD 2.32%, 1-year 2.49%, 3-year 4.97%, 5-year 0.29%, 10-year 1.32%.

PPNCX returns outperform the peer average of 2.13% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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