PPSRX Mutual Fund

PPSRX Mutual Fund

NAV$20.54
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Returns Overview

1 Month
-3.96%
3 Months
+2.58%
6 Months
+13.20%
YTD
+11.99%
1 Year
+15.66%
3 Years (annualized)
+16.02%
5 Years (annualized)
+10.12%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPSRX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.99%
Peer Avg (YTD)
+10.00%
vs Peers
+1.99%

PPSRX Mutual Fund Performance

PPSRX performance across multiple time periods: 1-month -3.96%, YTD 11.99%, 1-year 15.66%, 3-year 16.02%, 5-year 10.12%, 10-year 11.08%.

PPSRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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