PUDZX Mutual Fund

PUDZX Mutual Fund

NAV$10.57
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Returns Overview

1 Month
-2.33%
3 Months
+0.34%
6 Months
+10.55%
YTD
+10.09%
1 Year
+17.66%
3 Years (annualized)
+12.39%
5 Years (annualized)
+7.87%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUDZX 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)
+10.09%
Peer Avg (YTD)
+5.87%
vs Peers
+4.22%

PUDZX Mutual Fund Performance

PUDZX performance across multiple time periods: 1-month -2.33%, YTD 10.09%, 1-year 17.66%, 3-year 12.39%, 5-year 7.87%, 10-year 6.55%.

PUDZX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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