PPIAX Mutual Fund

NAV$8.36

Returns Overview

1 Month
-0.36%
3 Months
-0.71%
6 Months
-1.65%
YTD
-1.53%
1 Year
+3.77%
3 Years (annualized)
+5.37%
5 Years (annualized)
+2.56%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPIAX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
-1.53%
Peer Avg (YTD)
+3.23%
vs Peers
-4.76%

PPIAX Mutual Fund Performance

PPIAX performance across multiple time periods: 1-month -0.36%, YTD -1.53%, 1-year 3.77%, 3-year 5.37%, 5-year 2.56%, 10-year 2.64%.

PPIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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