PPUAX Mutual Fund

PPUAX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
+1.38%
3 Months
+5.28%
6 Months
+5.04%
YTD
+9.67%
1 Year
+24.65%
3 Years (annualized)
+16.19%
5 Years (annualized)
+8.09%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPUAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+10.67%
vs Peers
-1.00%

PPUAX Mutual Fund Performance

PPUAX performance across multiple time periods: 1-month 1.38%, YTD 9.67%, 1-year 24.65%, 3-year 16.19%, 5-year 8.09%, 10-year 8.93%.

PPUAX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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