PPVIX Mutual Fund

PPVIX Mutual Fund

NAV$12.86
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Returns Overview

1 Month
-5.60%
3 Months
-4.89%
6 Months
+6.39%
YTD
+9.52%
1 Year
+14.62%
3 Years (annualized)
+12.94%
5 Years (annualized)
+8.97%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPVIX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+10.34%
vs Peers
-0.82%

PPVIX Mutual Fund Performance

PPVIX performance across multiple time periods: 1-month -5.60%, YTD 9.52%, 1-year 14.62%, 3-year 12.94%, 5-year 8.97%, 10-year 9.76%.

PPVIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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