PCUZX Mutual Fund

PCUZX Mutual Fund

NAV$75.86
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Returns Overview

1 Month
-1.46%
3 Months
+1.18%
6 Months
+4.93%
YTD
+11.28%
1 Year
+11.74%
3 Years (annualized)
+23.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCUZX 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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+9.28%
vs Peers
+2.01%

PCUZX Mutual Fund Performance

PCUZX performance across multiple time periods: 1-month -1.46%, YTD 11.28%, 1-year 11.74%, 3-year 23.77%.

PCUZX returns outperform the peer average of 9.28% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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