PPSRX Mutual Fund

PPSRX Mutual Fund

NAV$20.61
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Returns Overview

1 Month
+4.48%
3 Months
+7.82%
6 Months
+12.30%
YTD
+15.11%
1 Year
+22.22%
3 Years (annualized)
+14.20%
5 Years (annualized)
+10.01%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPSRX 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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.11%
Peer Avg (YTD)
+11.41%
vs Peers
+3.70%

PPSRX Mutual Fund Performance

PPSRX performance across multiple time periods: 1-month 4.48%, YTD 15.11%, 1-year 22.22%, 3-year 14.20%, 5-year 10.01%, 10-year 10.89%.

PPSRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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