PPYIX Mutual Fund

PPYIX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
-2.20%
3 Months
+8.54%
6 Months
+7.34%
YTD
+17.62%
1 Year
+29.09%
3 Years (annualized)
+21.55%
5 Years (annualized)
+12.60%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPYIX 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
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📉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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+17.62%
Peer Avg (YTD)
+9.89%
vs Peers
+7.73%

PPYIX Mutual Fund Performance

PPYIX performance across multiple time periods: 1-month -2.20%, YTD 17.62%, 1-year 29.09%, 3-year 21.55%, 5-year 12.60%, 10-year 10.37%.

PPYIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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