PCUFX Mutual Fund

PCUFX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-3.80%
3 Months
-6.79%
6 Months
+2.11%
YTD
+2.79%
1 Year
+3.46%
3 Years (annualized)
+11.58%
5 Years (annualized)
+8.22%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCUFX 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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+8.19%
vs Peers
-5.40%

PCUFX Mutual Fund Performance

PCUFX performance across multiple time periods: 1-month -3.80%, YTD 2.79%, 1-year 3.46%, 3-year 11.58%, 5-year 8.22%, 10-year 9.01%.

PCUFX returns trail the peer average of 8.19% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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