PPUCX Mutual Fund

PPUCX Mutual Fund

NAV$10.31
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Returns Overview

1 Month
+1.80%
3 Months
+3.39%
6 Months
+1.48%
YTD
+11.09%
1 Year
+20.09%
3 Years (annualized)
+17.52%
5 Years (annualized)
+7.28%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPUCX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.09%
Peer Avg (YTD)
+11.10%
vs Peers
-0.02%

PPUCX Mutual Fund Performance

PPUCX performance across multiple time periods: 1-month 1.80%, YTD 11.09%, 1-year 20.09%, 3-year 17.52%, 5-year 7.28%, 10-year 8.30%.

PPUCX returns trail the peer average of 11.10% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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