PPIPX Mutual Fund

PPIPX Mutual Fund

NAV$21.21
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Returns Overview

1 Month
-2.41%
3 Months
-1.54%
6 Months
+4.80%
YTD
+4.06%
1 Year
+6.62%
3 Years (annualized)
+10.96%
5 Years (annualized)
+4.71%
10 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPIPX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+2.46%
vs Peers
+1.61%

PPIPX Mutual Fund Performance

PPIPX performance across multiple time periods: 1-month -2.41%, YTD 4.06%, 1-year 6.62%, 3-year 10.96%, 5-year 4.71%, 10-year 6.67%.

PPIPX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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