PPUAX Mutual Fund

NAV$13.23

Returns Overview

1 Month
+0.35%
3 Months
+11.74%
6 Months
+8.78%
YTD
+8.17%
1 Year
+20.90%
3 Years (annualized)
+16.93%
5 Years (annualized)
+7.93%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPUAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+8.61%
vs Peers
-0.43%

PPUAX Mutual Fund Performance

PPUAX performance across multiple time periods: 1-month 0.35%, YTD 8.17%, 1-year 20.90%, 3-year 16.93%, 5-year 7.93%, 10-year 9.39%.

PPUAX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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