PPLPX Mutual Fund

PPLPX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
-4.88%
3 Months
-1.77%
6 Months
+9.82%
YTD
+6.45%
1 Year
+13.09%
3 Years (annualized)
+22.35%
5 Years (annualized)
+7.88%
10 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPLPX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.45%
Peer Avg (YTD)
+7.92%
vs Peers
-1.47%

PPLPX Mutual Fund Performance

PPLPX performance across multiple time periods: 1-month -4.88%, YTD 6.45%, 1-year 13.09%, 3-year 22.35%, 5-year 7.88%, 10-year 6.82%.

PPLPX returns trail the peer average of 7.92% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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