PCUFX Mutual Fund

PCUFX Mutual Fund

NAV$14.40
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Returns Overview

1 Month
-6.05%
3 Months
-14.45%
6 Months
-14.48%
YTD
-9.92%
1 Year
-10.50%
3 Years (annualized)
+11.38%
5 Years (annualized)
+6.21%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCUFX 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
PROUpgrade to run
🏦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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
-9.92%
Peer Avg (YTD)
+0.92%
vs Peers
-10.84%

PCUFX Mutual Fund Performance

PCUFX performance across multiple time periods: 1-month -6.05%, YTD -9.92%, 1-year -10.50%, 3-year 11.38%, 5-year 6.21%, 10-year 8.15%.

PCUFX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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