PPQPX Mutual Fund

NAV$7.41

Returns Overview

1 Month
+0.25%
3 Months
+5.79%
6 Months
+6.35%
YTD
+4.69%
1 Year
+51.27%
3 Years (annualized)
+18.05%
5 Years (annualized)
+11.62%
10 Years (annualized)
+12.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPQPX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+6.89%
vs Peers
-2.21%

PPQPX Mutual Fund Performance

PPQPX performance across multiple time periods: 1-month 0.25%, YTD 4.69%, 1-year 51.27%, 3-year 18.05%, 5-year 11.62%, 10-year 12.66%.

PPQPX returns trail the peer average of 6.89% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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