PPAEX Mutual Fund

PPAEX Mutual Fund

NAV$24.35
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Returns Overview

1 Month
-3.11%
3 Months
+6.34%
6 Months
+13.03%
YTD
+15.58%
1 Year
+21.73%
3 Years (annualized)
+18.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPAEX 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)
+15.58%
Peer Avg (YTD)
+10.00%
vs Peers
+5.58%

PPAEX Mutual Fund Performance

PPAEX performance across multiple time periods: 1-month -3.11%, YTD 15.58%, 1-year 21.73%, 3-year 18.77%.

PPAEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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