PPADX Mutual Fund

PPADX Mutual Fund

NAV$24.45
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Returns Overview

1 Month
-3.05%
3 Months
+6.41%
6 Months
+13.13%
YTD
+15.72%
1 Year
+21.88%
3 Years (annualized)
+18.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPADX 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
MSCI USA Value Index
This Mutual Fund (YTD)
+15.72%
Peer Avg (YTD)
+10.00%
vs Peers
+5.72%

PPADX Mutual Fund Performance

PPADX performance across multiple time periods: 1-month -3.05%, YTD 15.72%, 1-year 21.88%, 3-year 18.89%.

PPADX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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