PPFIX vs. PCY

In the year-to-date period, PPFIX achieves a 2.29% return, which is significantly higher than PCY's 1.24% return.

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PPFIX has a 1.95% expense ratio, which is higher than PCY's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Princeton Premium Fund (PPFIX) and Invesco Emerging Markets Sovereign Debt ETF (PCY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PPFIX Sharpe Ratio is 0.23, which is comparable to the PCY Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of PPFIX and PCY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PPFIX's dividend yield for the trailing twelve months is around 3.70%, less than PCY's 6.71% yield.

The maximum PPFIX drawdown since its inception was -15.64%, smaller than the maximum PCY drawdown of -49.14%. Use the drawdown chart below to compare losses from any high point for PPFIX and PCY. For additional features, visit the drawdowns tool.