PPUAX Mutual Fund

PPUAX Mutual Fund

NAV$12.40
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Returns Overview

1 Month
-4.93%
3 Months
-1.87%
6 Months
+9.65%
YTD
+6.15%
1 Year
+12.72%
3 Years (annualized)
+18.43%
5 Years (annualized)
+8.11%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPUAX 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)
+6.15%
Peer Avg (YTD)
+7.91%
vs Peers
-1.76%

PPUAX Mutual Fund Performance

PPUAX performance across multiple time periods: 1-month -4.93%, YTD 6.15%, 1-year 12.72%, 3-year 18.43%, 5-year 8.11%, 10-year 9.11%.

PPUAX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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