PPSFX Mutual Fund

PPSFX Mutual Fund

NAV$21.82
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Returns Overview

1 Month
+4.44%
3 Months
+7.72%
6 Months
+12.14%
YTD
+14.88%
1 Year
+21.84%
3 Years (annualized)
+13.84%
5 Years (annualized)
+9.68%
10 Years (annualized)
+10.55%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.88%
Peer Avg (YTD)
+11.41%
vs Peers
+3.47%

PPSFX Mutual Fund Performance

PPSFX performance across multiple time periods: 1-month 4.44%, YTD 14.88%, 1-year 21.84%, 3-year 13.84%, 5-year 9.68%, 10-year 10.55%.

PPSFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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