PPNMX Mutual Fund

NAV$12.47

Returns Overview

1 Month
-5.46%
3 Months
+6.95%
6 Months
+12.34%
YTD
+18.20%
1 Year
+42.81%
3 Years (annualized)
+18.71%
5 Years (annualized)
+5.89%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPNMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.20%
Peer Avg (YTD)
+18.52%
vs Peers
-0.33%

PPNMX Mutual Fund Performance

PPNMX performance across multiple time periods: 1-month -5.46%, YTD 18.20%, 1-year 42.81%, 3-year 18.71%, 5-year 5.89%, 10-year 13.42%.

PPNMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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