PUCPX Mutual Fund

PUCPX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
-0.65%
3 Months
+1.00%
6 Months
+0.41%
YTD
+1.09%
1 Year
+5.76%
3 Years (annualized)
+6.97%
5 Years (annualized)
+3.02%
10 Years (annualized)
+3.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCPX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+0.12%
vs Peers
+0.97%

PUCPX Mutual Fund Performance

PUCPX performance across multiple time periods: 1-month -0.65%, YTD 1.09%, 1-year 5.76%, 3-year 6.97%, 5-year 3.02%, 10-year 3.48%.

PUCPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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