PFUPX Mutual Fund

PFUPX Mutual Fund

NAV$7.26
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Returns Overview

1 Month
-3.10%
3 Months
-2.84%
6 Months
-1.66%
YTD
-4.29%
1 Year
-4.16%
3 Years (annualized)
+4.51%
5 Years (annualized)
-2.44%
10 Years (annualized)
+0.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUPX 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
Bloomberg Global Aggregate ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
-4.29%
Peer Avg (YTD)
-1.59%
vs Peers
-2.70%

PFUPX Mutual Fund Performance

PFUPX performance across multiple time periods: 1-month -3.10%, YTD -4.29%, 1-year -4.16%, 3-year 4.51%, 5-year -2.44%, 10-year 0.02%.

PFUPX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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