PPUCX Mutual Fund

PPUCX Mutual Fund

NAV$10.50
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Returns Overview

3 Months
-3.25%
6 Months
+1.60%
YTD
+5.57%
1 Year
+10.24%
3 Years (annualized)
+18.89%
5 Years (annualized)
+6.51%
10 Years (annualized)
+7.70%

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)
+5.57%
Peer Avg (YTD)
+9.56%
vs Peers
-3.99%

PPUCX Mutual Fund Performance

PPUCX performance across multiple time periods: YTD 5.57%, 1-year 10.24%, 3-year 18.89%, 5-year 6.51%, 10-year 7.70%.

PPUCX returns trail the peer average of 9.56% 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.