PPSIX Mutual Fund

NAV$9.20

Returns Overview

1 Month
-0.97%
3 Months
-1.60%
6 Months
-2.44%
YTD
-1.81%
1 Year
+5.85%
3 Years (annualized)
+8.71%
5 Years (annualized)
+2.82%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPSIX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-1.81%
Peer Avg (YTD)
+2.03%
vs Peers
-3.85%

PPSIX Mutual Fund Performance

PPSIX performance across multiple time periods: 1-month -0.97%, YTD -1.81%, 1-year 5.85%, 3-year 8.71%, 5-year 2.82%, 10-year 4.46%.

PPSIX returns trail the peer average of 2.03% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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