PPUCX Mutual Fund

PPUCX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
-4.96%
3 Months
-2.01%
6 Months
+9.23%
YTD
+5.57%
1 Year
+11.88%
3 Years (annualized)
+17.52%
5 Years (annualized)
+7.28%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPUCX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+7.91%
vs Peers
-2.34%

PPUCX Mutual Fund Performance

PPUCX performance across multiple time periods: 1-month -4.96%, YTD 5.57%, 1-year 11.88%, 3-year 17.52%, 5-year 7.28%, 10-year 8.30%.

PPUCX returns trail the peer average of 7.91% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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