PPUMX Mutual Fund

PPUMX Mutual Fund

NAV$10.74
See how much of PPUMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.87%
3 Months
-2.11%
6 Months
-1.86%
YTD
-2.63%
1 Year
-6.02%
3 Years (annualized)
+15.96%
5 Years (annualized)
+4.08%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPUMX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
-2.63%
Peer Avg (YTD)
+5.23%
vs Peers
-7.86%

PPUMX Mutual Fund Performance

PPUMX performance across multiple time periods: 1-month -6.87%, YTD -2.63%, 1-year -6.02%, 3-year 15.96%, 5-year 4.08%, 10-year 14.03%.

PPUMX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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