PAPPX Mutual Fund

PAPPX Mutual Fund

NAV$32.73
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Returns Overview

1 Month
-2.13%
3 Months
-0.94%
6 Months
+7.04%
YTD
+3.64%
1 Year
+4.55%
3 Years (annualized)
+6.03%
5 Years (annualized)
-0.81%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAPPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P MidCap 400 Growth Index(^SP400G:SP)
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+6.72%
vs Peers
-3.09%

PAPPX Mutual Fund Performance

PAPPX performance across multiple time periods: 1-month -2.13%, YTD 3.64%, 1-year 4.55%, 3-year 6.03%, 5-year -0.81%, 10-year 7.96%.

PAPPX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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