PPAJX Mutual Fund

PPAJX Mutual Fund

NAV$25.50
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Returns Overview

1 Month
+5.57%
3 Months
+6.06%
6 Months
+12.60%
YTD
+22.32%
1 Year
+30.09%
3 Years (annualized)
+22.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPAJX 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 USA Value Index
This Mutual Fund (YTD)
+22.32%
Peer Avg (YTD)
+14.61%
vs Peers
+7.71%

PPAJX Mutual Fund Performance

PPAJX performance across multiple time periods: 1-month 5.57%, YTD 22.32%, 1-year 30.09%, 3-year 22.50%.

PPAJX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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