PPSAX Mutual Fund

NAV$9.31

Returns Overview

1 Month
+0.45%
3 Months
+2.61%
6 Months
+1.58%
YTD
+1.58%
1 Year
+5.64%
3 Years (annualized)
+8.44%
5 Years (annualized)
+2.57%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPSAX 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 Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+2.03%
vs Peers
-0.45%

PPSAX Mutual Fund Performance

PPSAX performance across multiple time periods: 1-month 0.45%, YTD 1.58%, 1-year 5.64%, 3-year 8.44%, 5-year 2.57%, 10-year 4.21%.

PPSAX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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