PSUYX Mutual Fund

PSUYX Mutual Fund

NAV$10.17
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Returns Overview

1 Month
+4.24%
3 Months
+9.21%
6 Months
+17.31%
YTD
+17.31%
1 Year
+28.12%
3 Years (annualized)
+20.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSUYX 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 All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+17.31%
Peer Avg (YTD)
+4.51%
vs Peers
+12.81%

PSUYX Mutual Fund Performance

PSUYX performance across multiple time periods: 1-month 4.24%, YTD 17.31%, 1-year 28.12%, 3-year 20.58%.

PSUYX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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