PPUMX Mutual Fund

PPUMX Mutual Fund

NAV$12.04
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Returns Overview

1 Month
+3.17%
3 Months
-2.74%
6 Months
+9.64%
YTD
+2.63%
1 Year
+3.79%
3 Years (annualized)
+14.99%
5 Years (annualized)
+5.34%
10 Years (annualized)
+14.56%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.63%
Peer Avg (YTD)
+8.51%
vs Peers
-5.88%

PPUMX Mutual Fund Performance

PPUMX performance across multiple time periods: 1-month 3.17%, YTD 2.63%, 1-year 3.79%, 3-year 14.99%, 5-year 5.34%, 10-year 14.56%.

PPUMX returns trail the peer average of 8.51% 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.