PUCQX Mutual Fund

PUCQX Mutual Fund

NAV$8.42
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Returns Overview

1 Month
-0.87%
3 Months
-0.41%
6 Months
-0.08%
YTD
+0.46%
1 Year
+3.93%
3 Years (annualized)
+6.72%
5 Years (annualized)
+1.57%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCQX 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)
+0.46%
Peer Avg (YTD)
+0.12%
vs Peers
+0.34%

PUCQX Mutual Fund Performance

PUCQX performance across multiple time periods: 1-month -0.87%, YTD 0.46%, 1-year 3.93%, 3-year 6.72%, 5-year 1.57%, 10-year 3.98%.

PUCQX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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