PUCQX Mutual Fund

PUCQX Mutual Fund

NAV$8.17
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Returns Overview

1 Month
+1.10%
3 Months
-0.90%
6 Months
-1.30%
YTD
-0.44%
1 Year
+0.29%
3 Years (annualized)
+7.45%
5 Years (annualized)
+1.61%
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)
-0.44%
Peer Avg (YTD)
+1.93%
vs Peers
-2.37%

PUCQX Mutual Fund Performance

PUCQX performance across multiple time periods: 1-month 1.10%, YTD -0.44%, 1-year 0.29%, 3-year 7.45%, 5-year 1.61%, 10-year 3.98%.

PUCQX returns trail the peer average of 1.93% 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.