PUCZX Mutual Fund

PUCZX Mutual Fund

NAV$8.15
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Returns Overview

1 Month
+0.45%
3 Months
-0.62%
6 Months
-0.96%
YTD
+0.90%
1 Year
+2.87%
3 Years (annualized)
+8.04%
5 Years (annualized)
+4.60%
10 Years (annualized)
+5.35%

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)
+0.90%
Peer Avg (YTD)
+2.15%
vs Peers
-1.26%

PUCZX Mutual Fund Performance

PUCZX performance across multiple time periods: 1-month 0.45%, YTD 0.90%, 1-year 2.87%, 3-year 8.04%, 5-year 4.60%, 10-year 5.35%.

PUCZX returns trail the peer average of 2.15% 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.