PCUFX Mutual Fund

PCUFX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
-5.34%
3 Months
-6.91%
6 Months
-12.45%
YTD
-2.69%
1 Year
-0.40%
3 Years (annualized)
+11.38%
5 Years (annualized)
+6.21%
10 Years (annualized)
+8.15%

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)
-2.69%
Peer Avg (YTD)
+5.42%
vs Peers
-8.11%

PCUFX Mutual Fund Performance

PCUFX performance across multiple time periods: 1-month -5.34%, YTD -2.69%, 1-year -0.40%, 3-year 11.38%, 5-year 6.21%, 10-year 8.15%.

PCUFX returns trail the peer average of 5.42% 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.