PPNSX Mutual Fund

NAV$13.61

Returns Overview

1 Month
+8.34%
3 Months
+8.42%
6 Months
+15.47%
YTD
+22.32%
1 Year
+32.61%
3 Years (annualized)
+0.49%
5 Years (annualized)
+8.96%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPNSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+22.32%
Peer Avg (YTD)
+20.35%
vs Peers
+1.97%

PPNSX Mutual Fund Performance

PPNSX performance across multiple time periods: 1-month 8.34%, YTD 22.32%, 1-year 32.61%, 3-year 0.49%, 5-year 8.96%, 10-year 10.32%.

PPNSX returns outperform the peer average of 20.35% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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