PPSIX Mutual Fund

PPSIX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-0.63%
3 Months
+0.07%
6 Months
+0.32%
YTD
+0.98%
1 Year
+4.34%
3 Years (annualized)
+7.70%
5 Years (annualized)
+2.60%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPSIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+2.62%
vs Peers
-1.64%

PPSIX Mutual Fund Performance

PPSIX performance across multiple time periods: 1-month -0.63%, YTD 0.98%, 1-year 4.34%, 3-year 7.70%, 5-year 2.60%, 10-year 4.21%.

PPSIX returns trail the peer average of 2.62% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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