PPVFX Mutual Fund

PPVFX Mutual Fund

NAV$9.23
See how much of PPVFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.41%
3 Months
+0.20%
6 Months
-0.01%
YTD
+0.24%
1 Year
+0.97%
3 Years (annualized)
+4.40%
5 Years (annualized)
+1.44%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPVFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+2.28%
vs Peers
-2.04%

PPVFX Mutual Fund Performance

PPVFX performance across multiple time periods: 1-month 1.41%, YTD 0.24%, 1-year 0.97%, 3-year 4.40%, 5-year 1.44%, 10-year 1.69%.

PPVFX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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