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Papp Small & Mid-Cap Growth (PAPPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.22+0.01 (+0.03%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.03%
5-year average return5.19%
Number of years up9
Number of years down4
Best 1-yr total return (2 Jul 2024)34.79%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return34.79%
Worst 3-yr total return-0.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPAPPXCategory
YTD0.68%10.80%
1-month-0.71%4.43%
3-month-6.16%7.00%
1-year3.45%48.17%
3-year-2.28%21.26%
5-year5.67%20.18%
10-year8.21%14.07%
Last bull market26.32%27.14%
Last bear market-14.16%-21.26%

Annual total return (%) history

Year
PAPPXCategory
2024
N/AN/A
2023
11.49%N/A
2022
-22.71%N/A
2021
14.72%N/A
2020
24.72%39.26%
2019
34.79%32.52%
2018
-3.07%-6.65%
2017
25.83%23.91%
2016
5.67%6.03%
2015
-0.25%-0.95%
2014
6.89%7.00%
2013
25.35%34.93%
2012
12.00%14.07%
2011
-2.36%-3.96%
2010
N/A24.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.29%-6.16%N/AN/A
20235.65%2.71%-6.82%10.27%
2022-15.01%-14.16%-4.25%10.64%
20212.11%4.45%-1.83%9.56%
2020-18.91%24.92%8.26%13.74%
201917.95%7.68%-1.53%7.78%
20181.88%3.12%6.41%-13.29%
20176.43%8.40%2.91%5.98%
20161.54%2.91%2.32%-1.16%
20155.18%-0.22%-6.74%1.91%
20141.49%2.88%-2.51%5.01%
20138.63%1.58%8.36%4.83%
201214.00%-4.31%0.92%1.74%
20115.21%3.17%-18.07%9.79%
2010-7.44%14.18%13.90%N/A

Rank in category (by total return)

YTD84
1-month81
3-month87
1-year90
3-year58
5-year88

Load adjusted returns

1-year3.45%
3-year-2.28%
5-year5.67%
10-year8.21%