PUCQX Mutual Fund

PUCQX Mutual Fund

NAV$8.15
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Returns Overview

1 Month
+0.57%
3 Months
-0.61%
6 Months
-0.83%
YTD
+1.04%
1 Year
+3.02%
3 Years (annualized)
+8.11%
5 Years (annualized)
+4.76%
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)
+1.04%
Peer Avg (YTD)
+2.15%
vs Peers
-1.12%

PUCQX Mutual Fund Performance

PUCQX performance across multiple time periods: 1-month 0.57%, YTD 1.04%, 1-year 3.02%, 3-year 8.11%, 5-year 4.76%, 10-year 3.98%.

PUCQX returns trail the peer average of 2.15% 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.