PUCPX Mutual Fund

PUCPX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
-2.56%
3 Months
-3.00%
6 Months
-0.50%
YTD
-1.30%
1 Year
+0.84%
3 Years (annualized)
+6.99%
5 Years (annualized)
+3.06%
10 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCPX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
-1.30%
Peer Avg (YTD)
+0.50%
vs Peers
-1.80%

PUCPX Mutual Fund Performance

PUCPX performance across multiple time periods: 1-month -2.56%, YTD -1.30%, 1-year 0.84%, 3-year 6.99%, 5-year 3.06%, 10-year 3.45%.

PUCPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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