PCUZX Mutual Fund

PCUZX Mutual Fund

NAV$78.36
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Returns Overview

1 Month
+0.03%
3 Months
+1.75%
6 Months
+18.26%
YTD
+12.93%
1 Year
+16.30%
3 Years (annualized)
+21.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCUZX 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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+9.98%
vs Peers
+2.95%

PCUZX Mutual Fund Performance

PCUZX performance across multiple time periods: 1-month 0.03%, YTD 12.93%, 1-year 16.30%, 3-year 21.62%.

PCUZX returns outperform the peer average of 9.98% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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