PFUPX Mutual Fund

PFUPX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
-0.15%
3 Months
-0.83%
6 Months
-3.17%
YTD
-1.64%
1 Year
+1.08%
3 Years (annualized)
+3.69%
5 Years (annualized)
-2.62%
10 Years (annualized)
+0.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUPX 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
Bloomberg Global Aggregate ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
-1.64%
Peer Avg (YTD)
+0.25%
vs Peers
-1.89%

PFUPX Mutual Fund Performance

PFUPX performance across multiple time periods: 1-month -0.15%, YTD -1.64%, 1-year 1.08%, 3-year 3.69%, 5-year -2.62%, 10-year 0.14%.

PFUPX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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