PPFIX Mutual Fund

PPFIX Mutual Fund

NAV$12.10
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Returns Overview

1 Month
+0.59%
3 Months
+1.51%
6 Months
+2.45%
YTD
+3.75%
1 Year
+6.09%
3 Years (annualized)
+5.34%
5 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPFIX 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)
+3.75%
Peer Avg (YTD)
+5.40%
vs Peers
-1.65%

PPFIX Mutual Fund Performance

PPFIX performance across multiple time periods: 1-month 0.59%, YTD 3.75%, 1-year 6.09%, 3-year 5.34%, 5-year 5.14%.

PPFIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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