PUCAX Mutual Fund

PUCAX Mutual Fund

NAV$8.22
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Returns Overview

1 Month
+1.10%
3 Months
-0.96%
6 Months
-1.45%
YTD
-0.68%
1 Year
-0.01%
3 Years (annualized)
+8.27%
5 Years (annualized)
+4.38%
10 Years (annualized)
+4.83%

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
PROUpgrade to run
🏦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)
-0.68%
Peer Avg (YTD)
+1.93%
vs Peers
-2.61%

PUCAX Mutual Fund Performance

PUCAX performance across multiple time periods: 1-month 1.10%, YTD -0.68%, 1-year -0.01%, 3-year 8.27%, 5-year 4.38%, 10-year 4.83%.

PUCAX returns trail the peer average of 1.93% 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.