PPYAX Mutual Fund

NAV$10.22

Returns Overview

1 Month
-3.85%
3 Months
-1.25%
6 Months
+9.32%
YTD
+8.20%
1 Year
+25.10%
3 Years (annualized)
+17.67%
5 Years (annualized)
+9.79%
10 Years (annualized)
+9.32%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+8.71%
vs Peers
-0.51%

PPYAX Mutual Fund Performance

PPYAX performance across multiple time periods: 1-month -3.85%, YTD 8.20%, 1-year 25.10%, 3-year 17.67%, 5-year 9.79%, 10-year 9.32%.

PPYAX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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