PIUCX Mutual Fund

NAV$7.93

Returns Overview

1 Month
-0.63%
3 Months
+11.60%
6 Months
+11.76%
YTD
+10.66%
1 Year
-66.06%
3 Years (annualized)
-24.76%
5 Years (annualized)
-18.12%
10 Years (annualized)
-3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PIUCX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+9.13%
vs Peers
+1.53%

PIUCX Mutual Fund Performance

PIUCX performance across multiple time periods: 1-month -0.63%, YTD 10.66%, 1-year -66.06%, 3-year -24.76%, 5-year -18.12%, 10-year -3.60%.

PIUCX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

PIUCX performance comparison shows side-by-side returns with another fund. PIUCX alternatives are available in the Mutual Fund Screener.