PUPPX Mutual Fund

PUPPX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
-1.50%
3 Months
-4.19%
6 Months
-2.30%
YTD
+9.33%
1 Year
+12.91%
3 Years (annualized)
-0.90%
5 Years (annualized)
+4.56%
10 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUPPX 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 ACWI Ex USA Index NTR(MAEU)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+17.33%
vs Peers
-8.01%

PUPPX Mutual Fund Performance

PUPPX performance across multiple time periods: 1-month -1.50%, YTD 9.33%, 1-year 12.91%, 3-year -0.90%, 5-year 4.56%, 10-year 4.39%.

PUPPX returns trail the peer average of 17.33% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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