PPNPX Mutual Fund

PPNPX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
-4.40%
3 Months
-12.64%
6 Months
+14.24%
YTD
+10.95%
1 Year
+15.98%
3 Years (annualized)
+16.07%
5 Years (annualized)
+4.03%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPNPX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+10.34%
vs Peers
+0.60%

PPNPX Mutual Fund Performance

PPNPX performance across multiple time periods: 1-month -4.40%, YTD 10.95%, 1-year 15.98%, 3-year 16.07%, 5-year 4.03%, 10-year 12.01%.

PPNPX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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