PPEIX Mutual Fund

PPEIX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
-3.19%
3 Months
-4.15%
6 Months
-2.89%
YTD
-3.14%
1 Year
-1.84%
3 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPEIX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-3.14%
Peer Avg (YTD)
+0.50%
vs Peers
-3.64%

PPEIX Mutual Fund Performance

PPEIX performance across multiple time periods: 1-month -3.19%, YTD -3.14%, 1-year -1.84%, 3-year 4.36%.

PPEIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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