PPEAX Mutual Fund

PPEAX Mutual Fund

NAV$20.02
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Returns Overview

1 Month
-1.44%
3 Months
+0.56%
6 Months
+11.71%
YTD
+8.06%
1 Year
+11.36%
3 Years (annualized)
+15.90%
5 Years (annualized)
+7.52%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPEAX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+7.09%
vs Peers
+0.97%

PPEAX Mutual Fund Performance

PPEAX performance across multiple time periods: 1-month -1.44%, YTD 8.06%, 1-year 11.36%, 3-year 15.90%, 5-year 7.52%, 10-year 10.49%.

PPEAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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