PPSAX Mutual Fund

PPSAX Mutual Fund

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Returns Overview

1 Month
-2.44%
3 Months
-2.79%
6 Months
-0.25%
YTD
-1.25%
1 Year
-0.19%
3 Years (annualized)
+7.55%
5 Years (annualized)
+2.27%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPSAX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-1.25%
Peer Avg (YTD)
+0.33%
vs Peers
-1.57%

PPSAX Mutual Fund Performance

PPSAX performance across multiple time periods: 1-month -2.44%, YTD -1.25%, 1-year -0.19%, 3-year 7.55%, 5-year 2.27%, 10-year 3.85%.

PPSAX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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