PUSYX Mutual Fund

PUSYX Mutual Fund

NAV$7.52
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Returns Overview

1 Month
-2.70%
3 Months
-3.42%
6 Months
-1.47%
YTD
-0.25%
1 Year
+2.18%
3 Years (annualized)
+7.16%
5 Years (annualized)
+1.41%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUSYX 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 US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+0.50%
vs Peers
-0.75%

PUSYX Mutual Fund Performance

PUSYX performance across multiple time periods: 1-month -2.70%, YTD -0.25%, 1-year 2.18%, 3-year 7.16%, 5-year 1.41%, 10-year 1.78%.

PUSYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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