PPUCX Mutual Fund

PPUCX Mutual Fund

NAV$11.33
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Returns Overview

1 Month
+1.28%
3 Months
+5.01%
6 Months
+4.56%
YTD
+9.12%
1 Year
+23.70%
3 Years (annualized)
+15.29%
5 Years (annualized)
+7.26%
10 Years (annualized)
+8.10%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.12%
Peer Avg (YTD)
+10.67%
vs Peers
-1.55%

PPUCX Mutual Fund Performance

PPUCX performance across multiple time periods: 1-month 1.28%, YTD 9.12%, 1-year 23.70%, 3-year 15.29%, 5-year 7.26%, 10-year 8.10%.

PPUCX returns trail the peer average of 10.67% 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.