PUCCX Mutual Fund

PUCCX Mutual Fund

NAV$8.15
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Returns Overview

1 Month
+1.60%
3 Months
-0.74%
6 Months
-1.31%
YTD
-0.92%
1 Year
-0.38%
3 Years (annualized)
+6.40%
5 Years (annualized)
+0.57%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCCX 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)
-0.92%
Peer Avg (YTD)
+2.28%
vs Peers
-3.21%

PUCCX Mutual Fund Performance

PUCCX performance across multiple time periods: 1-month 1.60%, YTD -0.92%, 1-year -0.38%, 3-year 6.40%, 5-year 0.57%, 10-year 2.58%.

PUCCX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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