PUCZX Mutual Fund

PUCZX Mutual Fund

NAV$8.17
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Returns Overview

1 Month
+1.23%
3 Months
-0.91%
6 Months
-1.20%
YTD
-0.47%
1 Year
+0.26%
3 Years (annualized)
+7.42%
5 Years (annualized)
+1.60%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCZX 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)
-0.47%
Peer Avg (YTD)
+1.93%
vs Peers
-2.39%

PUCZX Mutual Fund Performance

PUCZX performance across multiple time periods: 1-month 1.23%, YTD -0.47%, 1-year 0.26%, 3-year 7.42%, 5-year 1.60%, 10-year 3.65%.

PUCZX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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