PPIPX Mutual Fund

NAV$21.33

Returns Overview

1 Month
-0.09%
3 Months
+0.99%
6 Months
+2.25%
YTD
+3.95%
1 Year
+15.59%
3 Years (annualized)
+11.74%
5 Years (annualized)
+5.46%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPIPX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+4.14%
vs Peers
-0.20%

PPIPX Mutual Fund Performance

PPIPX performance across multiple time periods: 1-month -0.09%, YTD 3.95%, 1-year 15.59%, 3-year 11.74%, 5-year 5.46%, 10-year 7.04%.

PPIPX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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