PUTIX Mutual Fund

PUTIX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-1.57%
3 Months
-1.22%
6 Months
+0.67%
YTD
+0.61%
1 Year
+2.65%
3 Years (annualized)
+6.61%
5 Years (annualized)
+3.14%
10 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUTIX 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 Aggregate Index
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+0.50%
vs Peers
+0.11%

PUTIX Mutual Fund Performance

PUTIX performance across multiple time periods: 1-month -1.57%, YTD 0.61%, 1-year 2.65%, 3-year 6.61%, 5-year 3.14%, 10-year 3.91%.

PUTIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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