PPTYX Mutual Fund

NAV$8.64

Returns Overview

1 Month
+1.65%
3 Months
+5.49%
6 Months
+4.79%
YTD
+3.18%
1 Year
+3.64%
3 Years (annualized)
+6.07%
5 Years (annualized)
+1.30%
10 Years (annualized)
+2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPTYX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+3.18%
Peer Avg (YTD)
+2.13%
vs Peers
+1.05%

PPTYX Mutual Fund Performance

PPTYX performance across multiple time periods: 1-month 1.65%, YTD 3.18%, 1-year 3.64%, 3-year 6.07%, 5-year 1.30%, 10-year 2.39%.

PPTYX returns outperform the peer average of 2.13% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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