PPUSX Mutual Fund

NAV$17.77

Returns Overview

1 Month
+5.57%
3 Months
+6.59%
6 Months
+14.81%
YTD
+27.71%
1 Year
+32.61%
3 Years (annualized)
+5.50%
5 Years (annualized)
+14.27%
10 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPUSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+27.71%
Peer Avg (YTD)
+24.18%
vs Peers
+3.52%

PPUSX Mutual Fund Performance

PPUSX performance across multiple time periods: 1-month 5.57%, YTD 27.71%, 1-year 32.61%, 3-year 5.50%, 5-year 14.27%, 10-year 14.27%.

PPUSX returns outperform the peer average of 24.18% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

PPUSX performance comparison shows side-by-side returns with another fund. PPUSX alternatives are available in the Mutual Fund Screener.