PPFAX Mutual Fund

PPFAX Mutual Fund

NAV$11.94
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Returns Overview

1 Month
+0.62%
3 Months
+1.47%
6 Months
+2.36%
YTD
+3.60%
1 Year
+5.84%
3 Years (annualized)
+5.23%
5 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPFAX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+5.40%
vs Peers
-1.80%

PPFAX Mutual Fund Performance

PPFAX performance across multiple time periods: 1-month 0.62%, YTD 3.60%, 1-year 5.84%, 3-year 5.23%, 5-year 4.85%.

PPFAX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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