PUVCX Mutual Fund

PUVCX Mutual Fund

NAV$45.38
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Returns Overview

1 Month
-4.44%
3 Months
+1.98%
6 Months
+8.32%
YTD
+2.66%
1 Year
+6.53%
3 Years (annualized)
+14.99%
5 Years (annualized)
+5.11%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUVCX 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
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📉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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+7.86%
vs Peers
-5.21%

PUVCX Mutual Fund Performance

PUVCX performance across multiple time periods: 1-month -4.44%, YTD 2.66%, 1-year 6.53%, 3-year 14.99%, 5-year 5.11%, 10-year 7.21%.

PUVCX returns trail the peer average of 7.86% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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