PUDAX Mutual Fund

PUDAX Mutual Fund

NAV$10.62

Returns Overview

1 Month
+2.01%
3 Months
-2.39%
6 Months
+5.32%
YTD
+12.34%
1 Year
+19.05%
3 Years (annualized)
+11.05%
5 Years (annualized)
+7.57%
10 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUDAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Commodity Index(BCOM)
This Mutual Fund (YTD)
+12.34%
Peer Avg (YTD)
+5.54%
vs Peers
+6.80%

PUDAX Mutual Fund Performance

PUDAX performance across multiple time periods: 1-month 2.01%, YTD 12.34%, 1-year 19.05%, 3-year 11.05%, 5-year 7.57%, 10-year 6.24%.

PUDAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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