PPUAX Mutual Fund

PPUAX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
+0.08%
3 Months
-3.13%
6 Months
+1.99%
YTD
+6.23%
1 Year
+11.13%
3 Years (annualized)
+19.82%
5 Years (annualized)
+7.32%
10 Years (annualized)
+8.51%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+9.56%
vs Peers
-3.33%

PPUAX Mutual Fund Performance

PPUAX performance across multiple time periods: 1-month 0.08%, YTD 6.23%, 1-year 11.13%, 3-year 19.82%, 5-year 7.32%, 10-year 8.51%.

PPUAX returns trail the peer average of 9.56% 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.