PPNPX Mutual Fund

PPNPX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-2.33%
3 Months
-7.10%
6 Months
-3.04%
YTD
+9.66%
1 Year
+9.59%
3 Years (annualized)
+19.20%
5 Years (annualized)
+2.18%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPNPX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.66%
Peer Avg (YTD)
+14.00%
vs Peers
-4.34%

PPNPX Mutual Fund Performance

PPNPX performance across multiple time periods: 1-month -2.33%, YTD 9.66%, 1-year 9.59%, 3-year 19.20%, 5-year 2.18%, 10-year 11.70%.

PPNPX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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