PUCCX Mutual Fund

PUCCX Mutual Fund

NAV$8.15
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Returns Overview

1 Month
-2.64%
3 Months
-3.25%
6 Months
-2.19%
YTD
-2.48%
1 Year
-1.39%
3 Years (annualized)
+6.94%
5 Years (annualized)
+3.62%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCCX 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
Bloomberg Barclays US Aggregate Intermediate Total Return USD(^BBUAGITR)
This Mutual Fund (YTD)
-2.48%
Peer Avg (YTD)
+0.50%
vs Peers
-2.98%

PUCCX Mutual Fund Performance

PUCCX performance across multiple time periods: 1-month -2.64%, YTD -2.48%, 1-year -1.39%, 3-year 6.94%, 5-year 3.62%, 10-year 4.30%.

PUCCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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