PUCAX Mutual Fund

PUCAX Mutual Fund

NAV$8.44
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Returns Overview

1 Month
-0.90%
3 Months
-0.49%
6 Months
-0.24%
YTD
+0.28%
1 Year
+3.61%
3 Years (annualized)
+6.39%
5 Years (annualized)
+1.21%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCAX 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
Bloomberg Barclays US Aggregate Intermediate Total Return USD(^BBUAGITR)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.12%
vs Peers
+0.16%

PUCAX Mutual Fund Performance

PUCAX performance across multiple time periods: 1-month -0.90%, YTD 0.28%, 1-year 3.61%, 3-year 6.39%, 5-year 1.21%, 10-year 3.61%.

PUCAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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