PPUPX Mutual Fund

PPUPX Mutual Fund

NAV$14.56
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Returns Overview

1 Month
-2.83%
3 Months
+0.28%
6 Months
+2.47%
YTD
-0.35%
1 Year
+0.76%
3 Years (annualized)
+13.86%
5 Years (annualized)
+5.51%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPUPX 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)
-0.35%
Peer Avg (YTD)
+6.23%
vs Peers
-6.59%

PPUPX Mutual Fund Performance

PPUPX performance across multiple time periods: 1-month -2.83%, YTD -0.35%, 1-year 0.76%, 3-year 13.86%, 5-year 5.51%, 10-year 14.47%.

PPUPX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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