PPYAX Mutual Fund

PPYAX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
+3.23%
3 Months
+6.68%
6 Months
+4.98%
YTD
+21.29%
1 Year
+32.87%
3 Years (annualized)
+21.17%
5 Years (annualized)
+12.22%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPYAX 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
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📉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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+21.29%
Peer Avg (YTD)
+12.12%
vs Peers
+9.17%

PPYAX Mutual Fund Performance

PPYAX performance across multiple time periods: 1-month 3.23%, YTD 21.29%, 1-year 32.87%, 3-year 21.17%, 5-year 12.22%, 10-year 10.00%.

PPYAX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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