PPVIX Mutual Fund

NAV$13.57

Returns Overview

1 Month
+4.89%
3 Months
+11.86%
6 Months
+16.36%
YTD
+15.15%
1 Year
+30.52%
3 Years (annualized)
+13.40%
5 Years (annualized)
+8.71%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPVIX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.15%
Peer Avg (YTD)
+18.52%
vs Peers
-3.37%

PPVIX Mutual Fund Performance

PPVIX performance across multiple time periods: 1-month 4.89%, YTD 15.15%, 1-year 30.52%, 3-year 13.40%, 5-year 8.71%, 10-year 10.77%.

PPVIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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