PPSIX Mutual Fund

PPSIX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
-2.45%
3 Months
-2.76%
6 Months
-0.24%
YTD
-1.18%
1 Year
-0.05%
3 Years (annualized)
+2.13%
5 Years (annualized)
-2.80%
10 Years (annualized)
-1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPSIX 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)
-1.18%
Peer Avg (YTD)
+0.33%
vs Peers
-1.51%

PPSIX Mutual Fund Performance

PPSIX performance across multiple time periods: 1-month -2.45%, YTD -1.18%, 1-year -0.05%, 3-year 2.13%, 5-year -2.80%, 10-year -1.17%.

PPSIX returns trail the peer average of 0.33% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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