PPLPX Mutual Fund

NAV$14.59

Returns Overview

1 Month
+0.45%
3 Months
+11.80%
6 Months
+9.01%
YTD
+8.37%
1 Year
+21.36%
3 Years (annualized)
+20.79%
5 Years (annualized)
+7.71%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.37%
Peer Avg (YTD)
+8.61%
vs Peers
-0.24%

PPLPX Mutual Fund Performance

PPLPX performance across multiple time periods: 1-month 0.45%, YTD 8.37%, 1-year 21.36%, 3-year 20.79%, 5-year 7.71%, 10-year 7.07%.

PPLPX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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