PUCAX Mutual Fund

PUCAX Mutual Fund

NAV$8.17
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Returns Overview

1 Month
-2.57%
3 Months
-2.93%
6 Months
-1.68%
YTD
-1.77%
1 Year
-0.47%
3 Years (annualized)
+7.76%
5 Years (annualized)
+4.43%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCAX 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 Barclays US Aggregate Intermediate Total Return USD(^BBUAGITR)
This Mutual Fund (YTD)
-1.77%
Peer Avg (YTD)
+0.50%
vs Peers
-2.27%

PUCAX Mutual Fund Performance

PUCAX performance across multiple time periods: 1-month -2.57%, YTD -1.77%, 1-year -0.47%, 3-year 7.76%, 5-year 4.43%, 10-year 5.08%.

PUCAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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