PPYPX Mutual Fund

PPYPX Mutual Fund

NAV$10.50
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Returns Overview

1 Month
+1.32%
3 Months
+2.29%
6 Months
+6.77%
YTD
+19.11%
1 Year
+30.78%
3 Years (annualized)
+23.54%
5 Years (annualized)
+12.51%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPYPX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+19.11%
Peer Avg (YTD)
+10.38%
vs Peers
+8.73%

PPYPX Mutual Fund Performance

PPYPX performance across multiple time periods: 1-month 1.32%, YTD 19.11%, 1-year 30.78%, 3-year 23.54%, 5-year 12.51%, 10-year 10.01%.

PPYPX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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