PPSSX Mutual Fund

PPSSX Mutual Fund

NAV$21.08
See how much of PPSSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.68%
3 Months
+6.01%
6 Months
+11.98%
YTD
+19.90%
1 Year
+26.06%
3 Years (annualized)
+9.81%
5 Years (annualized)
+9.95%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPSSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.90%
Peer Avg (YTD)
+20.11%
vs Peers
-0.21%

PPSSX Mutual Fund Performance

PPSSX performance across multiple time periods: 1-month 4.68%, YTD 19.90%, 1-year 26.06%, 3-year 9.81%, 5-year 9.95%, 10-year 9.14%.

PPSSX returns trail the peer average of 20.11% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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