PUDQX Mutual Fund

PUDQX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
-2.43%
3 Months
+0.28%
6 Months
+10.60%
YTD
+10.14%
1 Year
+17.86%
3 Years (annualized)
+12.50%
5 Years (annualized)
+8.01%
10 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUDQX 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 Commodity Index(BCOM)
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+5.87%
vs Peers
+4.27%

PUDQX Mutual Fund Performance

PUDQX performance across multiple time periods: 1-month -2.43%, YTD 10.14%, 1-year 17.86%, 3-year 12.50%, 5-year 8.01%, 10-year 6.60%.

PUDQX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

PUDQX performance comparison shows side-by-side returns with another fund. PUDQX alternatives are available in the Mutual Fund Screener.