PPSFX Mutual Fund

NAV$21.95

Returns Overview

1 Month
+1.47%
3 Months
+10.28%
6 Months
+9.99%
YTD
+9.00%
1 Year
+17.43%
3 Years (annualized)
+13.56%
5 Years (annualized)
+8.78%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPSFX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+9.49%
vs Peers
-0.48%

PPSFX Mutual Fund Performance

PPSFX performance across multiple time periods: 1-month 1.47%, YTD 9.00%, 1-year 17.43%, 3-year 13.56%, 5-year 8.78%, 10-year 10.31%.

PPSFX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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