PCUZX Mutual Fund

PCUZX Mutual Fund

NAV$76.35
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Returns Overview

1 Month
-0.90%
3 Months
+3.71%
6 Months
+8.43%
YTD
+9.99%
1 Year
+19.23%
3 Years (annualized)
+20.05%

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
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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+9.41%
vs Peers
+0.58%

PCUZX Mutual Fund Performance

PCUZX performance across multiple time periods: 1-month -0.90%, YTD 9.99%, 1-year 19.23%, 3-year 20.05%.

PCUZX returns outperform the peer average of 9.41% 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.