PPAEX Mutual Fund

NAV$23.62

Returns Overview

1 Month
-0.84%
3 Months
+1.42%
6 Months
+5.64%
YTD
+8.55%
1 Year
+20.99%
3 Years (annualized)
+14.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPAEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Composite 1500 Index
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+9.49%
vs Peers
-0.94%

PPAEX Mutual Fund Performance

PPAEX performance across multiple time periods: 1-month -0.84%, YTD 8.55%, 1-year 20.99%, 3-year 14.34%.

PPAEX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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